Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,930,648
+$1,044,672 QoQ
Shares Held
107,677
+93.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.90%
of 13F equity value
Holder Rank
#264
of 912 holders
Holding Since
Dec 2022
15 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, 2026River Street Advisors LLC holds $6,080,247 across 4 Credit Services names. SOFI ranks #2 (31.8% of the industry book) .
All Filings in SOFI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,930,648 | 107,677 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $885,976 | 55,792 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,205,955 | 46,064 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,148,556 | 43,473 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,402,752 | 77,032 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $781,559 | 67,202 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $970,554 | 63,023 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $450,920 | 57,369 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $311,635 | 47,146 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $315,958 | 43,282 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $352,369 | 35,414 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $270,765 | 33,888 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $342,890 | 41,114 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $255,729 | 42,130 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $183,703 | 39,849 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||