Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$448
+$51 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#891
of 913 holders
Holding Since
Mar 2022
18 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, 2026Centerpoint Advisors, LLC holds $3,428,607 across 6 Credit Services names. SOFI ranks #6 (0.0% of the industry book) .
All Filings in SOFI
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $448 | 25 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $397 | 25 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1 | 25 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1 | 25 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $455 | 25 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $290 | 25 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1 | 50 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $393 | 50 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $330 | 50 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $365 | 50 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $497 | 50 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $399 | 50 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1 | 100 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2 | 250 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2 | 500 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,952 | 400 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,054 | 200 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,890 | 200 | Shares | Sole | 2022-04-27 | |
| No filing history on record for this holder in this stock. | ||||||