Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,802,996
+$230,373 QoQ
Shares Held
156,330
-3.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#219
of 912 holders
Holding Since
Dec 2024
7 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, 2026CMG Global Holdings, LLC holds $2,802,996 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
156,330 | $2,802,996 |
All Filings in SOFI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,802,996 | 156,330 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,572,623 | 162,004 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $6,693,257 | 255,663 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,039,242 | 228,586 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $3,879,203 | 213,026 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,632,724 | 140,389 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,215,768 | 78,946 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||