Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$259,536
+$45,156 QoQ
Shares Held
14,475
+7.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#571
of 913 holders
Holding Since
Dec 2024
6 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, 2026PKS Advisory Services, LLC holds $2,433,088 across 4 Credit Services names. SOFI ranks #4 (10.7% of the industry book) .
All Filings in SOFI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,536 | 14,475 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $214,380 | 13,500 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $308,924 | 11,800 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $293,922 | 11,125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $200,310 | 11,000 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $172,403 | 11,195 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||