Position in SOFI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$179,300
+$20,500 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#651
of 912 holders
Holding Since
Dec 2025
3 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, 2026A&I FINANCIAL SERVICES, LLC holds $179,300 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
10,000 | $179,300 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,300 | 10,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $158,800 | 10,000 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $261,800 | 10,000 | Shares | Sole | 2026-01-28 | |
| No filing history on record for this holder in this stock. | ||||||