Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$7,530
+$1,496 QoQ
Shares Held
420
+10.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#788
of 913 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $38,791,608 across 14 Credit Services names. SOFI ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
57,037 | $19,292,764 | |
| 2 | V |
Visa Inc.
|
37,935 | $13,015,118 | |
| 3 | MA |
Mastercard Inc
|
9,620 | $4,940,831 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
23,435 | $1,011,923 | |
| 5 | COF |
Capital One Financial Corp
|
2,104 | $422,104 | |
| 6 | EZPW |
Ezcorp Inc
|
1,306 | $45,148 | |
| 7 | SYF |
Synchrony Financial
|
389 | $29,583 | |
| 8 | WU |
Western Union CO
|
2,505 | $19,288 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,530 | 420 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,034 | 380 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $8,953 | 342 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $9,035 | 342 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||