Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$40,539
-$24,410 QoQ
Shares Held
2,261
-78.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#699
of 913 holders
Holding Since
Mar 2023
2 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, 2026IFG Advisory, LLC holds $15,032,645 across 11 Credit Services names. SOFI ranks #7 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
32,434 | $6,506,909 | |
| 2 | MA |
Mastercard Inc
|
6,885 | $3,536,136 | |
| 3 | AXP |
American Express Co
|
8,749 | $2,959,349 | |
| 4 | V |
Visa Inc.
|
4,940 | $1,694,864 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
3,110 | $134,289 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
2,000 | $121,940 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
2,261 | $40,539 | |
| 8 | SYF |
Synchrony Financial
|
169 | $12,852 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,539 | 2,261 | Shares | Sole | 2026-08-14 | |
| 2023-03-31 | $64,949 | 10,700 | Shares | Sole | 2023-04-26 | |
| No filing history on record for this holder in this stock. | ||||||