Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,950,694
+$754,232 QoQ
Shares Held
108,795
+44.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#263
of 913 holders
Holding Since
Jun 2025
5 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, 2026Fortis Group Advisors, LLC holds $6,217,558 across 4 Credit Services names. SOFI ranks #2 (31.4% of the industry book) .
All Filings in SOFI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,950,694 | 108,795 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,196,462 | 75,344 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,988,554 | 75,957 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,456,185 | 130,817 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,227,299 | 67,397 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||