Position in SOFI
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$40,064
+$39,208 QoQ
Shares Held
2,523
+2214.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
2 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, 2026Ascentis Independent Advisors holds $188,127 across 4 Credit Services names.
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,064 | 2,523 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $856 | 109 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||