Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$187,296
-$469 QoQ
Shares Held
10,446
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#642
of 912 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Dec 31, 2025CallValue
$78,540
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $40,453,830 across 33 Credit Services names. SOFI ranks #11 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,161 | $15,151,197 | |
| 2 | MA |
Mastercard Inc
|
22,999 | $11,812,286 | |
| 3 | AXP |
American Express Co
|
17,093 | $5,781,707 | |
| 4 | COF |
Capital One Financial Corp
|
19,295 | $3,870,962 | |
| 5 | SYF |
Synchrony Financial
|
9,590 | $729,319 | |
| 6 | ALLY |
Ally Financial Inc.
|
13,503 | $620,462 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
7,317 | $596,701 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
9,417 | $574,154 |
All Filings in SOFI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,296 | 10,446 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $187,765 | 11,824 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $313,322 | 11,968 | Shares | Sole | 2026-01-20 | |
| 2025-12-31 | $78,540 | 3,000 | Call | Sole | 2026-01-20 | |
| 2025-09-30 | $404,500 | 17,000 | Call | Sole | 2025-10-21 | |
| 2025-09-30 | $356,722 | 13,502 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $312,465 | 17,159 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $249,765 | 21,476 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $311,542 | 20,230 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $234,338 | 29,814 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $200,963 | 30,403 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $262,004 | 35,891 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $326,270 | 32,791 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $266,011 | 33,293 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $129,061 | 15,475 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $104,149 | 17,158 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $69,168 | 15,004 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $50,039 | 10,254 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $51,698 | 9,810 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $92,439 | 9,782 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $149,072 | 9,429 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $227,544 | 14,329 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $197,355 | 10,295 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||