Chicago Partners Investment Group LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1563525
CHICAGO, IL
Position in SOFI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$204,150
+$33,329 QoQ
Shares Held
11,386
+5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#619
of 913 holders
Holding Since
Sep 2021
3 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Chicago Partners Investment Group LLC holds $30,084,144 across 11 Credit Services names. SOFI ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
36,344 | $12,469,262 | |
| 2 | MA |
Mastercard Inc
|
11,440 | $5,875,584 | |
| 3 | COF |
Capital One Financial Corp
|
21,806 | $4,374,719 | |
| 4 | AXP |
American Express Co
|
6,395 | $2,163,108 | |
| 5 | SYF |
Synchrony Financial
|
17,642 | $1,341,674 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
20,317 | $1,238,727 | |
| 7 | ALLY |
Ally Financial Inc.
|
24,691 | $1,134,551 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
15,909 | $686,950 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,150 | 11,386 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $170,821 | 10,757 | Shares | Sole | 2026-05-04 | |
| 2021-09-30 | $159,435 | 10,040 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||