Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,089,247
+$441,502 QoQ
Shares Held
60,750
+48.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#338
of 913 holders
Holding Since
Jun 2025
5 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, 2026RPG Investment Advisory, LLC holds $1,089,247 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
60,750 | $1,089,247 |
All Filings in SOFI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,089,247 | 60,750 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $647,745 | 40,790 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $739,585 | 28,250 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $762,217 | 28,850 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $536,284 | 29,450 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||