Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$373,607
+$43,970 QoQ
Shares Held
20,837
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#499
of 913 holders
Holding Since
Mar 2025
6 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026N.E.W. Advisory Services LLC holds $2,314,613 across 8 Credit Services names. SOFI ranks #2 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,419 | $1,173,024 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
20,837 | $373,607 | |
| 3 | MA |
Mastercard Inc
|
565 | $290,184 | |
| 4 | COF |
Capital One Financial Corp
|
1,196 | $239,941 | |
| 5 | AXP |
American Express Co
|
595 | $201,258 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
762 | $32,903 | |
| 7 | BFH |
Bread Financial Holdings, Inc.
|
23 | $2,492 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
34 | $1,204 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $373,607 | 20,837 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $329,637 | 20,758 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $62,805 | 2,399 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $60,211 | 2,279 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $88,373 | 4,853 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $83,433 | 7,174 | Shares | Sole | 2025-05-07 | |
| No filing history on record for this holder in this stock. | ||||||