ETF Portfolio Partners, Inc.
Mutual FundPosition in SOFI — SoFi Technologies, Inc.
CIK 1635342
LEAWOOD, KS
Position in SOFI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$197,230
+$38,430 QoQ
Shares Held
11,000
+10.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#626
of 912 holders
Holding Since
Mar 2026
2 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, 2026ETF Portfolio Partners, Inc. holds $626,469 across 2 Credit Services names. SOFI ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
1,269 | $429,239 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
11,000 | $197,230 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197,230 | 11,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $158,800 | 10,000 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||