Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$538,043
+$24,263 QoQ
Shares Held
30,008
-7.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#430
of 913 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $105,807,789 across 7 Credit Services names. SOFI ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
236,653 | $81,193,277 | |
| 2 | AXP |
American Express Co
|
30,305 | $10,250,666 | |
| 3 | COF |
Capital One Financial Corp
|
36,298 | $7,282,104 | |
| 4 | MA |
Mastercard Inc
|
10,882 | $5,588,995 | |
| 5 | SYF |
Synchrony Financial
|
8,603 | $654,258 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
30,008 | $538,043 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
6,958 | $300,446 |
All Filings in SOFI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,043 | 30,008 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $513,780 | 32,354 | Shares | Other | 2026-05-11 | |
| 2025-12-31 | $815,977 | 31,168 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $758,518 | 28,710 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $565,165 | 31,036 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $348,551 | 29,970 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $515,838 | 33,496 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,001,462 | 254,639 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,709,114 | 258,565 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,831,022 | 250,825 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,375,343 | 238,728 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||