Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$259,088
+$82,026 QoQ
Shares Held
14,450
+29.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#572
of 912 holders
Holding Since
Dec 2024
7 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, 2026Trivium Point Advisory, LLC holds $13,271,169 across 6 Credit Services names. SOFI ranks #6 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
11,202 | $5,753,347 | |
| 2 | V |
Visa Inc.
|
15,068 | $5,169,680 | |
| 3 | COF |
Capital One Financial Corp
|
5,965 | $1,196,698 | |
| 4 | AXP |
American Express Co
|
1,736 | $587,202 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
5,005 | $305,154 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
14,450 | $259,088 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,088 | 14,450 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $177,062 | 11,150 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $372,934 | 14,245 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $363,142 | 13,745 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $267,741 | 14,703 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $135,524 | 11,653 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $160,129 | 10,398 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||