Position in SOFI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$240,602
+$60,317 QoQ
Shares Held
13,419
+18.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#587
of 913 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Pure Financial Advisors, LLC holds $16,958,974 across 6 Credit Services names. SOFI ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,643 | $9,140,946 | |
| 2 | MA |
Mastercard Inc
|
10,858 | $5,576,668 | |
| 3 | AXP |
American Express Co
|
4,175 | $1,412,193 | |
| 4 | COF |
Capital One Financial Corp
|
1,879 | $376,964 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
13,419 | $240,602 | |
| 6 | ENVA |
Enova International, Inc.
|
879 | $211,601 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,602 | 13,419 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $180,285 | 11,353 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $314,500 | 12,013 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||