Global Retirement Partners, LLC
PensionPosition in SOFI — SoFi Technologies, Inc.
CIK 1749744
San Rafael, CA
Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,131,813
-$403,591 QoQ
Shares Held
63,124
+7.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#334
of 913 holders
Holding Since
Jun 2021
17 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, 2026CallValue
$40,290
CallShares
4,000
PutValue
$0
PutShares
0
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, 2026Global Retirement Partners, LLC holds $41,552,902 across 27 Credit Services names. SOFI ranks #6 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
50,503 | $17,327,074 | |
| 2 | MA |
Mastercard Inc
|
16,472 | $8,460,019 | |
| 3 | AXP |
American Express Co
|
17,223 | $5,825,679 | |
| 4 | COF |
Capital One Financial Corp
|
18,018 | $3,614,771 | |
| 5 | ALLY |
Ally Financial Inc.
|
46,705 | $2,146,094 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
63,124 | $1,131,813 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
4,256 | $848,093 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
7,188 | $586,181 |
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,813 | 63,124 | Shares | Sole | 2026-08-06 | |
| 2026-06-30 | $40,290 | 4,000 | Call | Sole | 2026-08-06 | |
| 2025-12-31 | $1,535,404 | 58,648 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,893,785 | 71,680 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,890,143 | 103,797 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $763,624 | 49,586 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $366,291 | 46,602 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $253,024 | 38,279 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $268,851 | 36,829 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $68,446 | 6,879 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $54,771 | 6,855 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $57,062 | 6,842 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $32,990 | 5,435 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $5,822 | 1,263 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,895 | 1,413 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,176 | 413 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $3,902 | 413 | Shares | Sole | 2022-07-14 | |
| 2021-06-30 | $4,313 | 225 | Shares | Sole | 2021-07-15 | |
| No filing history on record for this holder in this stock. | ||||||