Investment Research & Advisory Group, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 1802136
ATLANTA, GA
Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$111,112
+$19,850 QoQ
Shares Held
6,197
+7.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#668
of 912 holders
Holding Since
Dec 2022
15 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, 2026Investment Research & Advisory Group, Inc. holds $14,023,844 across 4 Credit Services names. SOFI ranks #3 (0.8% of the industry book) .
All Filings in SOFI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $111,112 | 6,197 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $91,262 | 5,747 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $131,371 | 5,018 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $132,073 | 4,999 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $7,939 | 436 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $5,070 | 436 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $5,651 | 367 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,672 | 340 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,247 | 340 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,482 | 340 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,363 | 740 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $3,835 | 480 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $4,003 | 480 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $2,719 | 448 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $2,065 | 448 | Shares | Sole | 2023-01-31 | |
| No filing history on record for this holder in this stock. | ||||||