Position in SOFI
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,962,653
New position
Shares Held
109,462
first reported quarter
Ownership
0.008%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#261
of 913 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Annex Advisory Services, LLC holds $90,755,917 across 6 Credit Services names. SOFI ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
228,947 | $78,549,426 | |
| 2 | COF |
Capital One Financial Corp
|
29,246 | $5,867,332 | |
| 3 | FCFS |
FirstCash Holdings, Inc.
|
12,925 | $2,795,936 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
109,462 | $1,962,653 | |
| 5 | MA |
Mastercard Inc
|
1,836 | $942,969 | |
| 6 | AXP |
American Express Co
|
1,885 | $637,601 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,962,653 | 109,462 | Shares | Sole | 2026-07-10 | |
| No filing history on record for this holder in this stock. | ||||||