Position in SOFI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,295,532
+$924,099 QoQ
Shares Held
72,255
+208.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#320
of 913 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 16%
Shared 84%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Belpointe Asset Management LLC holds $23,042,466 across 9 Credit Services names. SOFI ranks #5 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
33,052 | $11,339,810 | |
| 2 | MA |
Mastercard Inc
|
6,759 | $3,471,422 | |
| 3 | AXP |
American Express Co
|
7,670 | $2,594,377 | |
| 4 | SEZL |
Sezzle Inc.
|
9,092 | $1,560,459 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
72,255 | $1,295,532 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
28,052 | $1,211,285 | |
| 7 | COF |
Capital One Financial Corp
|
4,245 | $851,631 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
1,983 | $395,152 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295,532 | 72,255 | Shares | Other | 2026-07-31 | |
| 2026-03-31 | $371,433 | 23,390 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,633,919 | 62,411 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $1,683,746 | 63,730 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $1,394,011 | 76,552 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $224,307 | 19,287 | Shares | Other | 2025-05-20 | |
| 2024-12-31 | $539,200 | 35,013 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $276,561 | 35,186 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $222,234 | 33,621 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $272,961 | 37,392 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $215,168 | 21,625 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $136,613 | 17,098 | Shares | Sole | 2023-11-15 | |
| 2023-03-31 | $37,360 | 6,155 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $59,100 | 12,820 | Shares | Sole | 2023-02-08 | |
| 2021-12-31 | $148,708 | 9,406 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $253,286 | 15,950 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||