Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,793
+$1,476 QoQ
Shares Held
100
+400.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#852
of 913 holders
Holding Since
Mar 2024
4 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, 2026DB Fitzpatrick & Co, Inc holds $1,957,062 across 2 Credit Services names. SOFI ranks #2 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
5,699 | $1,955,269 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
100 | $1,793 |
All Filings in SOFI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793 | 100 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $317 | 20 | Shares | Sole | 2026-04-27 | |
| 2024-06-30 | $694 | 105 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $365 | 50 | Shares | Sole | 2024-04-19 | |
| No filing history on record for this holder in this stock. | ||||||