Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$289,121
+$33,056 QoQ
Shares Held
16,125
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#544
of 913 holders
Holding Since
Jun 2023
13 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, 2026TRUEFG, LLC holds $1,599,381 across 2 Credit Services names. SOFI ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,819 | $1,310,260 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
16,125 | $289,121 |
All Filings in SOFI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,121 | 16,125 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $256,065 | 16,125 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $426,734 | 16,300 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $430,646 | 16,300 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $296,823 | 16,300 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $189,569 | 16,300 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $251,020 | 16,300 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $128,118 | 16,300 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $101,133 | 15,300 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $100,740 | 13,800 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $128,852 | 12,950 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $103,470 | 12,950 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $106,752 | 12,800 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||