Position in SOFI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$3,182,764
+$2,124,412 QoQ
Shares Held
200,426
+395.8% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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 Mar 31, 2026GM Advisory Group, LLC holds $42,894,489 across 6 Credit Services names. SOFI ranks #4 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
81,433 | $24,631,853 | |
| 2 | V |
Visa Inc.
|
26,699 | $8,069,505 | |
| 3 | MA |
Mastercard Inc
|
11,601 | $5,796,555 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
200,426 | $3,182,764 | |
| 5 | COF |
Capital One Financial Corp
|
5,435 | $991,507 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
4,915 | $222,305 |
All Filings in SOFI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,182,764 | 200,426 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,058,352 | 40,426 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||