Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$932
+$567 QoQ
Shares Held
52
+126.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#869
of 913 holders
Holding Since
Jun 2025
5 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, 2026DecisionPoint Financial, LLC holds $334,872 across 17 Credit Services names. SOFI ranks #5 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
840 | $284,130 | |
| 2 | MA |
Mastercard Inc
|
43 | $22,084 | |
| 3 | COF |
Capital One Financial Corp
|
72 | $14,444 | |
| 4 | V |
Visa Inc.
|
26 | $8,920 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
52 | $932 | |
| 6 | ALLY |
Ally Financial Inc.
|
16 | $735 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
9 | $733 | |
| 8 | SYF |
Synchrony Financial
|
8 | $608 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $932 | 52 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $365 | 23 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $602 | 23 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $607 | 23 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $418 | 23 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||