Financial Partners Group, Inc
Position in SOFI — SoFi Technologies, Inc.
CIK 1731169
Overland Park, KS
Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$391,949
-$117,544 QoQ
Shares Held
21,860
-31.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#486
of 918 holders
Holding Since
Sep 2025
4 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, 2026Financial Partners Group, Inc holds $967,812 across 3 Credit Services names. SOFI ranks #1 (40.5% of the industry book) .
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,949 | 21,860 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $509,493 | 32,084 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,140,112 | 43,549 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,021,000 | 38,645 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||