Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$4,356
+$498 QoQ
Shares Held
243
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#820
of 913 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)
Position in Credit Services
Financial Services · as of Jun 30, 2026Clearstead Trust, LLC holds $13,008,944 across 11 Credit Services names. SOFI ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
23,583 | $8,091,091 | |
| 2 | MA |
Mastercard Inc
|
8,045 | $4,131,912 | |
| 3 | AXP |
American Express Co
|
1,779 | $601,746 | |
| 4 | SYF |
Synchrony Financial
|
1,682 | $127,916 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
83 | $17,954 | |
| 6 | CACC |
Credit Acceptance Corp
|
14 | $8,914 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
132 | $8,048 | |
| 8 | SLM |
SLM Corp
|
293 | $7,600 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,356 | 243 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,858 | 243 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $6,361 | 243 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $6,420 | 243 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,425 | 243 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,930 | 338 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||