Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,734,584
+$165,434 QoQ
Shares Held
96,742
-2.1% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#281
of 918 holders
Holding Since
Mar 2021
22 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 Jun 30, 2026IFP Advisors, Inc holds $40,891,875 across 35 Credit Services names. SOFI ranks #6 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
46,449 | $15,936,187 | |
| 2 | MA |
Mastercard Inc
|
21,615 | $11,101,464 | |
| 3 | AXP |
American Express Co
|
19,897 | $6,730,160 | |
| 4 | COF |
Capital One Financial Corp
|
9,342 | $1,874,192 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
41,810 | $1,805,355 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
96,742 | $1,734,584 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
4,080 | $332,724 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,430 | $309,337 |
All Filings in SOFI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,734,584 | 96,742 | Shares | Sole | 2026-07-20 | |
| 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 | 2023-08-04 | |
| 2023-03-31 | $75,037 | 12,362 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,976 | 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 | $61,821 | 6,542 | Shares | Sole | 2022-08-08 | |
| 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 IPOE | — | 0 | Shares | Sole | 2021-07-13 | |
| 2021-06-30 | $19,170 | 1,000 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 IPOE | — | 700 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||