Anchor Investment Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1634149
COLUMBIA, SC
Position in SOFI
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$7,273
-$4,717 QoQ
Shares Held
458
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Anchor Investment Management, LLC holds $42,265,818 across 10 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
107,512 | $32,494,426 | |
| 2 | MA |
Mastercard Inc
|
9,894 | $4,943,636 | |
| 3 | AXP |
American Express Co
|
8,624 | $2,608,587 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
37,604 | $1,700,828 | |
| 5 | COF |
Capital One Financial Corp
|
1,385 | $252,665 | |
| 6 | ALLY |
Ally Financial Inc.
|
4,753 | $186,460 | |
| 7 | SLM |
SLM Corp
|
3,200 | $68,512 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
458 | $7,273 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,273 | 458 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,990 | 458 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $449 | 17 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $309 | 17 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,880 | 252 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $94 | 12 | Shares | Sole | 2024-11-21 | |
| 2024-06-30 | $6 | 1 | Shares | Sole | 2024-09-20 | |
| 2024-03-31 | $7 | 1 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $932 | 191 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||