Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,424,450
-$987,283 QoQ
Shares Held
190,990
-31.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#207
of 913 holders
Holding Since
Dec 2022
7 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, 2026Fiduciary Alliance LLC holds $25,646,822 across 6 Credit Services names. SOFI ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
181,832 | $7,851,505 | |
| 2 | MA |
Mastercard Inc
|
11,595 | $5,955,192 | |
| 3 | AXP |
American Express Co
|
10,676 | $3,611,157 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
190,990 | $3,424,450 | |
| 5 | V |
Visa Inc.
|
7,199 | $2,469,904 | |
| 6 | COF |
Capital One Financial Corp
|
11,637 | $2,334,614 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,450 | 190,990 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $4,411,733 | 277,817 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $5,497,093 | 209,973 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,264,264 | 199,253 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $3,494,735 | 191,913 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,127,458 | 96,944 | Shares | Sole | 2025-04-09 | |
| 2022-12-31 | $216 | 47 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||