Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,116
+$8,036 QoQ
Shares Held
620
+210.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#772
of 912 holders
Holding Since
Jun 2023
6 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, 2026Coppell Advisory Solutions LLC holds $1,898,134 across 4 Credit Services names. SOFI ranks #3 (0.6% of the industry book) .
All Filings in SOFI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,116 | 620 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $3,080 | 200 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,572 | 200 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,322 | 200 | Shares | Sole | 2024-08-15 | |
| 2023-12-31 | $3,641 | 366 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,085 | 250 | Shares | Sole | 2023-08-17 | |
| No filing history on record for this holder in this stock. | ||||||