Kercheville Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1890748 San Antonio, TX

Position in SOFI

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$220,359

+$25,194 QoQ

Shares Held

12,290

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#603

of 912 holders

Holding Since

Sep 2023

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kercheville Advisors, LLC holds $1,105,534 across 3 Credit Services names. SOFI ranks #3 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UPST	Upstart Holdings, Inc.	15,000	$531,450
2	V	Visa Inc.	1,031	$353,725
3	SOFI	SoFi Technologies, Inc. This page	12,290	$220,359

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$220,359	12,290	0.0%	Shares	Sole	2026-07-30
2026-03-31	$195,165	12,290	-94.1%	Shares	Sole	2026-04-20
2025-12-31	$5,496,883	209,965	-20.1%	Shares	Sole	2026-01-29
2025-09-30	$6,942,911	262,790	+61.8%	Shares	Sole	2025-10-22
2025-06-30	$2,957,304	162,400	+56.9%	Shares	Sole	2025-07-22
2024-12-31	$1,593,900	103,500	+456.5%	Shares	Sole	2025-01-27
2023-12-31	$185,070	18,600	-15.3%	Shares	Sole	2024-01-19
2023-09-30	$175,380	21,950	—	Shares	Sole	2023-10-11
No filing history on record for this holder in this stock.