Position in SOFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$996,244
+$132,118 QoQ
Shares Held
55,563
+2.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#349
of 913 holders
Holding Since
Jun 2024
9 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, 2026Brookstone Capital Management holds $67,475,968 across 7 Credit Services names. SOFI ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
113,437 | $38,919,100 | |
| 2 | AXP |
American Express Co
|
39,058 | $13,211,368 | |
| 3 | MA |
Mastercard Inc
|
23,345 | $11,989,992 | |
| 4 | COF |
Capital One Financial Corp
|
7,342 | $1,472,952 | |
| 5 | SOFI |
SoFi Technologies, Inc.
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|
55,563 | $996,244 | |
| 6 | SYF |
Synchrony Financial
|
8,904 | $677,149 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,844 | $209,163 |
All Filings in SOFI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $996,244 | 55,563 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $864,126 | 54,416 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,465,137 | 55,964 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $748,029 | 28,313 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,134,992 | 62,328 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $721,199 | 62,012 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $972,309 | 63,137 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $478,430 | 60,869 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $401,246 | 60,703 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||