Position in SOFI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$198,843
-$54,887 QoQ
Shares Held
11,090
-30.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#628
of 918 holders
Holding Since
Jun 2024
5 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, 2026Avior Wealth Management, LLC holds $18,387,263 across 8 Credit Services names. SOFI ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
16,468 | $5,570,301 | |
| 2 | MA |
Mastercard Inc
|
10,056 | $5,164,761 | |
| 3 | V |
Visa Inc.
|
14,520 | $4,981,666 | |
| 4 | COF |
Capital One Financial Corp
|
4,563 | $915,429 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
19,015 | $821,067 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
6,429 | $524,284 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
975 | $210,912 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
11,090 | $198,843 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,843 | 11,090 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $253,730 | 15,978 | Shares | Sole | 2026-04-09 | |
| 2024-12-31 | $33,541 | 2,178 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $19,854 | 2,526 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,579 | 239 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||