Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$176,933
+$11,893 QoQ
Shares Held
9,868
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#652
of 913 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2025CallValue
$562
CallShares
200
PutValue
$45
PutShares
200
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Larson Financial Group LLC holds $22,817,037 across 31 Credit Services names. SOFI ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
30,515 | $10,469,391 | |
| 2 | OMF |
OneMain Holdings, Inc.
|
73,792 | $4,499,098 | |
| 3 | MA |
Mastercard Inc
|
7,248 | $3,722,572 | |
| 4 | AXP |
American Express Co
|
5,081 | $1,718,648 | |
| 5 | COF |
Capital One Financial Corp
|
4,011 | $804,686 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
7,472 | $322,640 | |
| 7 | SYF |
Synchrony Financial
|
3,731 | $283,742 | |
| 8 | SEZL |
Sezzle Inc.
|
1,196 | $205,269 |
All Filings in SOFI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $176,933 | 9,868 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $165,040 | 10,393 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $266,564 | 10,182 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $295,771 | 11,195 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $36,820 | 2,022 | Shares | Sole | 2025-08-08 | |
| 2025-06-30 | $45 | 200 | Put | Sole | 2025-08-08 | |
| 2025-06-30 | $562 | 200 | Call | Sole | 2025-08-08 | |
| 2025-03-31 | $31,563 | 2,714 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $18,403 | 1,195 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,416 | 1,198 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,727 | 1,169 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $7,803 | 1,069 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $10,636 | 1,069 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $8,453 | 1,058 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $8,823 | 1,058 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $6,422 | 1,058 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $3,342 | 725 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,538 | 725 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,820 | 725 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $6,851 | 725 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $12,015 | 760 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $7,384 | 465 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $8,914 | 465 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||