Position in SOFI
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$276,641
+$43,047 QoQ
Shares Held
15,429
+4.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#556
of 913 holders
Holding Since
Jun 2024
9 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, 2026Fermata Advisors, LLC holds $1,237,293 across 3 Credit Services names. SOFI ranks #2 (22.4% of the industry book) .
All Filings in SOFI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,641 | 15,429 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $233,594 | 14,710 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $411,287 | 15,710 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $415,058 | 15,710 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $286,079 | 15,710 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $145,200 | 12,485 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $192,269 | 12,485 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $98,132 | 12,485 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $75,915 | 11,485 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||