Position in SOFI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$2,445
-$2,031 QoQ
Shares Held
154
-9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IMA Advisory Services, Inc. holds $9,894,871 across 17 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,897 | $3,595,749 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
50,636 | $2,708,519 | |
| 3 | COF |
Capital One Financial Corp
|
13,360 | $2,437,264 | |
| 4 | MA |
Mastercard Inc
|
1,819 | $908,881 | |
| 5 | AXP |
American Express Co
|
759 | $229,582 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
77 | $3,482 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
18 | $3,384 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
154 | $2,445 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,445 | 154 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,476 | 171 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $528 | 20 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $364 | 20 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||