Center for Financial Planning, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 1803557
SOUTHFIED, MI
Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$16,585
+$1,896 QoQ
Shares Held
925
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#752
of 913 holders
Holding Since
Sep 2024
8 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, 2026Center for Financial Planning, Inc. holds $3,535,923 across 8 Credit Services names. SOFI ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
6,414 | $2,169,535 | |
| 2 | V |
Visa Inc.
|
2,035 | $698,188 | |
| 3 | CACC |
Credit Acceptance Corp
|
670 | $426,615 | |
| 4 | MA |
Mastercard Inc
|
300 | $154,080 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
960 | $41,452 | |
| 6 | SYF |
Synchrony Financial
|
340 | $25,857 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
925 | $16,585 | |
| 8 | COF |
Capital One Financial Corp
|
18 | $3,611 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,585 | 925 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,689 | 925 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $24,216 | 925 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,642 | 100 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,821 | 100 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,163 | 100 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,540 | 100 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $786 | 100 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||