Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$281,931
+$30,472 QoQ
Shares Held
15,724
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
of 912 holders
Holding Since
Sep 2021
20 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, 2026Avestar Capital, LLC holds $17,230,579 across 6 Credit Services names. SOFI ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
12,439 | $6,388,670 | |
| 2 | V |
Visa Inc.
|
17,120 | $5,873,700 | |
| 3 | AXP |
American Express Co
|
6,845 | $2,315,321 | |
| 4 | COF |
Capital One Financial Corp
|
9,455 | $1,896,862 | |
| 5 | SYF |
Synchrony Financial
|
6,234 | $474,095 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
15,724 | $281,931 |
All Filings in SOFI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,931 | 15,724 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $251,459 | 15,835 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $413,408 | 15,791 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $441,134 | 16,697 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $265,538 | 14,582 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $169,588 | 14,582 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,562 | 14,582 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $114,614 | 14,582 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $96,387 | 14,582 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $106,448 | 14,582 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $145,090 | 14,582 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $122,502 | 15,332 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $127,868 | 15,332 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $93,065 | 15,332 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $77,779 | 16,872 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $136,981 | 28,070 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $158,837 | 30,140 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $697,901 | 73,852 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,181,291 | 74,718 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $1,328,679 | 83,670 | Shares | Sole | 2021-11-09 | |
| No filing history on record for this holder in this stock. | ||||||