Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$247,953
-$733,462 QoQ
Shares Held
13,829
-77.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#583
of 912 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$59,169
CallShares
3,300
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Mutual Advisors, LLC holds $22,001,485 across 7 Credit Services names. SOFI ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
43,732 | $15,004,011 | |
| 2 | AXP |
American Express Co
|
8,330 | $2,817,622 | |
| 3 | MA |
Mastercard Inc
|
5,199 | $2,670,206 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
15,839 | $683,928 | |
| 5 | COF |
Capital One Financial Corp
|
2,027 | $406,656 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
13,829 | $247,953 | |
| 7 | WU |
Western Union CO
|
22,222 | $171,109 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $59,169 | 3,300 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $247,953 | 13,829 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $58,756 | 3,700 | Call | Sole | 2026-05-04 | |
| 2026-03-31 | $981,415 | 61,802 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,786,337 | 106,430 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,914,337 | 110,308 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $249,731 | 13,714 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $128,220 | 11,025 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||