Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$158,124
+$16,554 QoQ
Shares Held
8,819
-1.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#657
of 912 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026AdvisorNet Financial, Inc holds $8,971,443 across 15 Credit Services names. SOFI ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
15,537 | $3,117,032 | |
| 2 | MA |
Mastercard Inc
|
5,005 | $2,570,568 | |
| 3 | V |
Visa Inc.
|
7,196 | $2,468,875 | |
| 4 | AXP |
American Express Co
|
640 | $216,480 | |
| 5 | AGM |
Federal Agricultural Mortgage Corp
|
980 | $195,284 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
3,705 | $159,981 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
8,819 | $158,124 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
1,162 | $70,847 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,124 | 8,819 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $141,570 | 8,915 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $188,836 | 7,213 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $190,382 | 7,206 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $130,474 | 7,165 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $63,453 | 5,456 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $84,484 | 5,486 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $26,378 | 3,356 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $6,940 | 1,050 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $8,030 | 1,100 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $13,979 | 1,405 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $16,379 | 2,050 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $15,429 | 1,850 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $7,617 | 1,255 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $6,684 | 1,450 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $7,076 | 1,450 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $12,911 | 2,450 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $27,405 | 2,900 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $37,469 | 2,370 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $14,292 | 900 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $7,668 | 400 | Shares | Sole | 2021-07-06 | |
| No filing history on record for this holder in this stock. | ||||||