Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$17,965
+$2,006 QoQ
Shares Held
1,002
-0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#742
of 913 holders
Holding Since
Sep 2021
19 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, 2026Bell Investment Advisors, Inc holds $1,066,964 across 21 Credit Services names. SOFI ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,398 | $479,639 | |
| 2 | MA |
Mastercard Inc
|
495 | $254,232 | |
| 3 | AXP |
American Express Co
|
449 | $151,874 | |
| 4 | COF |
Capital One Financial Corp
|
353 | $70,818 | |
| 5 | SYF |
Synchrony Financial
|
250 | $19,012 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
1,002 | $17,965 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
194 | $15,820 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
94 | $10,184 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,965 | 1,002 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $15,959 | 1,005 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $26,939 | 1,029 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $26,552 | 1,005 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $18,301 | 1,005 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $11,234 | 966 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $14,876 | 966 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $7,333 | 933 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,167 | 933 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,810 | 933 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $9,969 | 1,002 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $8,701 | 1,089 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,108 | 1,332 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $8,558 | 1,410 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $6,583 | 1,428 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,772 | 773 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $895 | 170 | Shares | Sole | 2022-08-12 | |
| 2021-12-31 | $521 | 33 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,763 | 174 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||