Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$627
+$72 QoQ
Shares Held
35
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#881
of 913 holders
Holding Since
Sep 2025
4 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, 2026FINANCIAL CONSULATE, INC holds $2,409,391 across 12 Credit Services names. SOFI ranks #11 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,249 | $1,155,086 | |
| 2 | V |
Visa Inc.
|
2,250 | $771,952 | |
| 3 | AXP |
American Express Co
|
902 | $305,101 | |
| 4 | COF |
Capital One Financial Corp
|
657 | $131,807 | |
| 5 | WU |
Western Union CO
|
1,500 | $11,550 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
229 | $9,888 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
104 | $8,481 | |
| 8 | SYF |
Synchrony Financial
|
105 | $7,985 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $627 | 35 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $555 | 35 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $916 | 35 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $898 | 34 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||