Position in SOFI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$309,199
-$171,282 QoQ
Shares Held
19,471
+6.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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, 2026Modus Advisors, LLC holds $3,616,771 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
7,042 | $3,616,771 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $309,199 | 19,471 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $480,481 | 18,353 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $298,757 | 11,308 | Shares | Sole | 2025-11-05 | |
| 2024-12-31 | $93,000 | 6,039 | Shares | Sole | 2025-01-03 | |
| 2024-09-30 | $84,455 | 10,745 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $75,155 | 11,370 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $77,526 | 10,620 | Shares | Sole | 2024-04-02 | |
| No filing history on record for this holder in this stock. | ||||||