Position in SOFI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$878
+$100 QoQ
Shares Held
49
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#872
of 912 holders
Holding Since
Mar 2023
14 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, 2026West Financial Advisors, LLC holds $52,395 across 4 Credit Services names. SOFI ranks #3 (1.7% of the industry book) .
All Filings in SOFI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $878 | 49 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $778 | 49 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,282 | 49 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,294 | 49 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $892 | 49 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $569 | 49 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $754 | 49 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $385 | 49 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $323 | 49 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $357 | 49 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $487 | 49 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $391 | 49 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $408 | 49 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $297 | 49 | Shares | Sole | 2023-04-18 | |
| No filing history on record for this holder in this stock. | ||||||