Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,068
+$4,892 QoQ
Shares Held
450
+125.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#786
of 913 holders
Holding Since
Jun 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, 2026Crewe Advisors LLC holds $10,197,274 across 10 Credit Services names. SOFI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
17,862 | $6,128,273 | |
| 2 | AXP |
American Express Co
|
5,708 | $1,930,731 | |
| 3 | MA |
Mastercard Inc
|
3,755 | $1,928,568 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
3,105 | $134,073 | |
| 5 | COF |
Capital One Financial Corp
|
155 | $31,096 | |
| 6 | SYF |
Synchrony Financial
|
270 | $20,533 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
137 | $8,352 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
450 | $8,068 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,068 | 450 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,176 | 200 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,236 | 200 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $5,284 | 200 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,333 | 238 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,535 | 218 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $3,680 | 239 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $110,519 | 14,061 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $92,764 | 14,034 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $100,988 | 13,834 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $110,661 | 13,850 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $132,172 | 15,848 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $96,112 | 15,834 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $72,994 | 15,834 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $79,709 | 16,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $86,080 | 16,334 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $135,456 | 14,334 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $229,782 | 14,534 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $7,940 | 500 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $9,585 | 500 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||