Position in SOFI
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$10,814
-$7,014 QoQ
Shares Held
681
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026DAGCO, INC. holds $2,226,997 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,491 | $2,226,997 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,814 | 681 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $17,828 | 681 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $17,992 | 681 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||