Teamwork Financial Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1629931
San Antonio, TX
Position in SOFI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,473,212
+$1,094,123 QoQ
Shares Held
249,482
+17.2% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#182
of 912 holders
Holding Since
Mar 2025
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, 2026Teamwork Financial Advisors, LLC holds $25,954,220 across 4 Credit Services names. SOFI ranks #3 (17.2% 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 | $4,473,212 | 249,482 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,379,089 | 212,789 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $12,045,941 | 460,120 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,949,056 | 73,772 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,843,780 | 101,251 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $933,307 | 80,250 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||