Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$681
-$6,599 QoQ
Shares Held
38
-93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#879
of 913 holders
Holding Since
Jun 2022
11 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, 2026Continuum Advisory, LLC holds $6,394,700 across 15 Credit Services names. SOFI ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,455 | $2,214,645 | |
| 2 | MA |
Mastercard Inc
|
3,356 | $1,723,641 | |
| 3 | COF |
Capital One Financial Corp
|
5,761 | $1,155,771 | |
| 4 | AXP |
American Express Co
|
2,935 | $992,763 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
2,220 | $135,353 | |
| 6 | SYF |
Synchrony Financial
|
1,582 | $120,311 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
429 | $18,524 | |
| 8 | WU |
Western Union CO
|
2,340 | $18,018 |
All Filings in SOFI
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $681 | 38 | Shares | Sole | 2026-08-06 | |
| 2025-03-31 | $7,280 | 626 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,640 | 626 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $4,920 | 626 | Shares | Sole | 2024-11-15 | |
| 2023-12-31 | $99,748 | 10,025 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $79,900 | 10,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $83,400 | 10,000 | Shares | Sole | 2023-12-13 | |
| 2023-03-31 | $60,700 | 10,000 | Shares | Sole | 2023-12-13 | |
| 2022-12-31 | $46,247 | 10,032 | Shares | Sole | 2023-12-13 | |
| 2022-09-30 | $49,946 | 10,235 | Shares | Sole | 2023-12-13 | |
| 2022-06-30 | $53,938 | 10,235 | Shares | Sole | 2023-12-13 | |
| No filing history on record for this holder in this stock. | ||||||