Creative Capital Management Investments LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1957363
SAN DIEGO, CA
Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,823
New position
Shares Held
269
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#811
of 913 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Creative Capital Management Investments LLC holds $801,680 across 18 Credit Services names. SOFI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
771 | $395,985 | |
| 2 | AXP |
American Express Co
|
538 | $181,978 | |
| 3 | V |
Visa Inc.
|
436 | $149,587 | |
| 4 | SYF |
Synchrony Financial
|
485 | $36,884 | |
| 5 | COF |
Capital One Financial Corp
|
31 | $6,219 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
269 | $4,823 | |
| 7 | ALLY |
Ally Financial Inc.
|
99 | $4,549 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
15 | $3,244 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,823 | 269 | Shares | Sole | 2026-07-24 | |
| No filing history on record for this holder in this stock. | ||||||