Position in SOFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$5,647
+$2,899 QoQ
Shares Held
315
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#805
of 913 holders
Holding Since
Dec 2025
2 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, 2026Acumen Wealth Advisors, LLC holds $4,781,962 across 5 Credit Services names. SOFI ranks #3 (0.1% of the industry book) .
All Filings in SOFI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,647 | 315 | Shares | Sole | 2026-08-03 | |
| 2025-12-31 | $2,748 | 105 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||