HORIZON FINANCIAL SERVICES, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1674020
WINSTON SALEM, NC
Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,793
+$205 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#857
of 913 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, 2026HORIZON FINANCIAL SERVICES, LLC holds $536,678 across 8 Credit Services names. SOFI ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
1,187 | $238,135 | |
| 2 | V |
Visa Inc.
|
382 | $131,060 | |
| 3 | MA |
Mastercard Inc
|
175 | $89,880 | |
| 4 | AXP |
American Express Co
|
164 | $55,473 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
466 | $20,121 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
100 | $1,793 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
2 | $216 | |
| 8 | OPFI |
OppFi Inc.
|
0 | $0 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793 | 100 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,588 | 100 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||