Position in SOFI
as of Mar 31, 2026
· filed Apr 13, 2026
Position Value
$5,399
-$3,502 QoQ
Shares Held
340
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026GoalVest Advisory LLC holds $4,080,134 across 8 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
8,850 | $3,036,346 | |
| 2 | KLAR |
Klarna Group plc
|
26,636 | $539,112 | |
| 3 | MA |
Mastercard Inc
|
767 | $393,931 | |
| 4 | AXP |
American Express Co
|
163 | $55,134 | |
| 5 | COF |
Capital One Financial Corp
|
189 | $37,917 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
140 | $8,535 | |
| 7 | SYF |
Synchrony Financial
|
100 | $7,605 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
36 | $1,554 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,399 | 340 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $8,901 | 340 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $6,869 | 260 | Shares | Sole | 2025-10-22 | |
| 2024-12-31 | $7,407 | 481 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||