Position in SOFI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$261,765
-$158,293 QoQ
Shares Held
16,484
+2.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ranch Capital Advisors Inc. holds $1,665,430 across 3 Credit Services names.
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $261,765 | 16,484 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $420,058 | 16,045 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $424,331 | 16,061 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $458,363 | 25,171 | Shares | Sole | 2025-07-31 | |
| 2021-06-30 | $45,816 | 2,390 | Shares | Sole | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||