Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$823,650
+$120,214 QoQ
Shares Held
45,937
+3.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#376
of 912 holders
Holding Since
Jun 2023
13 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, 2026LEVEL FOUR ADVISORY SERVICES, LLC holds $36,184,586 across 7 Credit Services names. SOFI ranks #6 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
41,307 | $14,172,018 | |
| 2 | MA |
Mastercard Inc
|
16,751 | $8,603,313 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
166,438 | $7,186,792 | |
| 4 | AXP |
American Express Co
|
10,731 | $3,629,760 | |
| 5 | COF |
Capital One Financial Corp
|
7,324 | $1,469,340 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
45,937 | $823,650 | |
| 7 | SYF |
Synchrony Financial
|
3,941 | $299,713 |
All Filings in SOFI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $823,650 | 45,937 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $703,436 | 44,297 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,030,340 | 39,356 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $720,631 | 27,276 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $601,840 | 33,050 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $393,733 | 33,855 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $604,142 | 39,230 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $240,516 | 30,600 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $207,963 | 31,462 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $204,867 | 28,064 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $279,236 | 28,064 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $159,999 | 20,025 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $91,431 | 10,963 | Shares | Sole | 2023-07-10 | |
| No filing history on record for this holder in this stock. | ||||||