Aldebaran Financial Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1353110 KINGSPORT, TN

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$298,157

+$22,481 QoQ

Shares Held

16,629

-4.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#536

of 914 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Aldebaran Financial Inc. holds $298,157 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SOFI	SoFi Technologies, Inc. This page	16,629	$298,157

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$298,157	16,629	-4.2%	Shares	Sole	2026-08-13
2026-03-31	$275,676	17,360	0.0%	Shares	Sole	2026-05-14
2025-12-31	$454,484	17,360	-28.3%	Shares	Sole	2026-01-23
2025-09-30	$639,760	24,215	-4.0%	Shares	Sole	2025-11-19
2025-06-30	$459,347	25,225	-20.2%	Shares	Sole	2025-08-14
2025-03-31	$367,798	31,625	-0.7%	Shares	Sole	2025-05-08
2024-12-31	$490,336	31,840	-10.6%	Shares	Sole	2025-02-14
2024-09-30	$279,816	35,600	-10.1%	Shares	Sole	2024-11-21
2024-06-30	$261,756	39,600	-7.4%	Shares	Sole	2024-08-22
2024-03-31	$312,038	42,745	-7.3%	Shares	Sole	2024-05-13
2023-12-31	$458,894	46,120	-6.4%	Shares	Sole	2024-02-01
2023-09-30	$393,787	49,285	-5.3%	Shares	Sole	2023-11-06
2023-06-30	$434,055	52,045	-25.9%	Shares	Sole	2023-07-25
2023-03-31	$426,144	70,205	-47.7%	Shares	Sole	2023-04-24
2022-12-31	$619,132	134,302	+1.6%	Shares	Sole	2023-03-06
2022-09-30	$644,794	132,130	+53.9%	Shares	Sole	2022-11-14
2022-06-30	$452,313	85,828	-6.4%	Shares	Sole	2022-08-01
2022-03-31	$866,290	91,671	+47.3%	Shares	Sole	2022-04-18
2021-12-31	$983,714	62,221	+227.5%	Shares	Sole	2022-02-16
2021-09-30	$301,720	19,000	+54.5%	Shares	Sole	2021-10-21
2021-06-30	$235,791	12,300	—	Shares	Sole	2021-07-16
No filing history on record for this holder in this stock.