Position in SOFI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$1,569,150
-$941,014 QoQ
Shares Held
98,813
+3.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026IFP Advisors, Inc holds $36,254,290 across 36 Credit Services names. SOFI ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
44,947 | $13,584,781 | |
| 2 | MA |
Mastercard Inc
|
19,197 | $9,591,973 | |
| 3 | AXP |
American Express Co
|
17,698 | $5,353,291 | |
| 4 | COF |
Capital One Financial Corp
|
14,707 | $2,682,998 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
48,953 | $2,214,144 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
98,813 | $1,569,150 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $268,840 | |
| 8 | SYF |
Synchrony Financial
|
3,400 | $231,268 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,569,150 | 98,813 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,510,164 | 95,881 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $2,554,946 | 96,705 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,748,578 | 96,023 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,065,796 | 91,642 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,594,839 | 103,561 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $872,043 | 110,947 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $600,637 | 90,868 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $656,781 | 89,970 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $524,046 | 52,668 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $228,961 | 28,656 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $2,547,302 | 305,432 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $75,037 | 12,362 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $402,637 | 87,340 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $436,267 | 89,399 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $357,174 | 67,775 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $640,473 | 67,775 | Shares | Sole | 2022-09-06 | |
| 2021-12-31 | $47,145 | 2,982 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $16,102 | 1,014 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $19,170 | 1,000 | Shares | Sole | 2021-07-13 | |
| No filing history on record for this holder in this stock. | ||||||