CVA Family Office, LLC
Family OfficePosition in SOFI — SoFi Technologies, Inc.
CIK 1802084
DENVER, CO
Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$12,676
-$5,586 QoQ
Shares Held
707
-38.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#764
of 913 holders
Holding Since
Sep 2025
4 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, 2026CVA Family Office, LLC holds $5,821,705 across 19 Credit Services names. SOFI ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,951 | $2,384,818 | |
| 2 | MA |
Mastercard Inc
|
4,187 | $2,150,443 | |
| 3 | AXP |
American Express Co
|
1,575 | $532,743 | |
| 4 | COF |
Capital One Financial Corp
|
2,289 | $459,219 | |
| 5 | SYF |
Synchrony Financial
|
1,032 | $78,483 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
1,361 | $58,767 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
509 | $41,508 | |
| 8 | ALLY |
Ally Financial Inc.
|
560 | $25,732 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,676 | 707 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $18,262 | 1,150 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $602 | 23 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $607 | 23 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||