Position in SOFI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,111
New position
Shares Held
70
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Addison Advisors LLC holds $459,627 across 8 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
456 | $156,448 | |
| 2 | MA |
Mastercard Inc
|
281 | $144,320 | |
| 3 | AXP |
American Express Co
|
396 | $133,947 | |
| 4 | SYF |
Synchrony Financial
|
143 | $10,875 | |
| 5 | COF |
Capital One Financial Corp
|
40 | $8,024 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
136 | $5,872 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
4 | $141 | |
| 8 | SLM |
SLM Corp
|
0 | $0 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,111 | 70 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||