Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$603,899
-$432,277 QoQ
Shares Held
38,029
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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, 2026Advisory Services Network, LLC holds $64,555,589 across 32 Credit Services names. SOFI ranks #7 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
43,676 | $21,823,139 | |
| 2 | V |
Visa Inc.
|
70,673 | $21,360,196 | |
| 3 | AXP |
American Express Co
|
32,535 | $9,841,182 | |
| 4 | COF |
Capital One Financial Corp
|
28,099 | $5,126,094 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48,463 | $2,191,977 | |
| 6 | SYF |
Synchrony Financial
|
26,902 | $1,829,871 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
38,029 | $603,899 | |
| 8 | ALLY |
Ally Financial Inc.
|
8,765 | $343,848 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $603,899 | 38,029 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,036,176 | 39,579 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $915,397 | 34,648 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $616,406 | 33,850 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $619,702 | 53,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $782,703 | 50,825 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $473,769 | 60,276 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $398,424 | 60,276 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $349,494 | 47,876 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $608,114 | 61,117 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $507,844 | 63,560 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $515,420 | 61,801 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,291,434 | 212,757 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $922,175 | 200,038 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $995,266 | 203,948 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $861,550 | 163,482 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,721,818 | 182,203 | Shares | Sole | 2022-05-23 | |
| 2021-12-31 | $1,010,622 | 63,923 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $365,430 | 23,012 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $401,515 | 20,945 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||