Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$387,072
+$55,689 QoQ
Shares Held
21,588
+3.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#488
of 913 holders
Holding Since
Sep 2024
8 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, 2026Mayfair Advisory Group, LLC holds $1,490,725 across 4 Credit Services names. SOFI ranks #3 (26.0% of the industry book) .
All Filings in SOFI
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,072 | 21,588 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $331,383 | 20,868 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $439,248 | 16,778 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $403,829 | 15,285 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $278,339 | 15,285 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $182,416 | 15,685 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $194,579 | 12,635 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $95,774 | 12,185 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||