Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$593,715
+$21,845 QoQ
Shares Held
33,113
-8.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#414
of 912 holders
Holding Since
Mar 2022
16 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, 2026Independent Advisor Alliance holds $57,726,520 across 10 Credit Services names. SOFI ranks #10 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
75,033 | $25,743,071 | |
| 2 | MA |
Mastercard Inc
|
26,479 | $13,599,614 | |
| 3 | AXP |
American Express Co
|
28,435 | $9,618,138 | |
| 4 | COF |
Capital One Financial Corp
|
13,284 | $2,665,035 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
22,131 | $1,349,327 | |
| 6 | EZPW |
Ezcorp Inc
|
32,658 | $1,128,986 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
13,778 | $1,123,595 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
23,912 | $1,032,519 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $593,715 | 33,113 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $571,870 | 36,012 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,088,695 | 41,585 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $848,953 | 32,133 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $527,743 | 28,981 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $311,683 | 26,800 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $264,663 | 17,186 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $139,270 | 17,719 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $115,628 | 17,493 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $99,353 | 13,610 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $214,342 | 21,542 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $140,456 | 17,579 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $101,431 | 12,162 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $111,081 | 18,300 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $87,271 | 18,931 | Shares | Sole | 2023-02-13 | |
| 2022-03-31 | $105,840 | 11,200 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||