Position in SOFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$8,965
+$1,025 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#781
of 913 holders
Holding Since
Dec 2025
3 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, 2026Elevated Capital Advisors, LLC holds $3,685,152 across 9 Credit Services names. SOFI ranks #6 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,133 | $1,761,080 | |
| 2 | MA |
Mastercard Inc
|
2,294 | $1,178,198 | |
| 3 | AXP |
American Express Co
|
1,200 | $405,900 | |
| 4 | WU |
Western Union CO
|
35,741 | $275,205 | |
| 5 | COF |
Capital One Financial Corp
|
244 | $48,951 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
500 | $8,965 | |
| 7 | SYF |
Synchrony Financial
|
60 | $4,563 | |
| 8 | ALLY |
Ally Financial Inc.
|
31 | $1,424 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,965 | 500 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $7,940 | 500 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $13,090 | 500 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||