Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$494,131
+$202,382 QoQ
Shares Held
27,559
+147.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#445
of 913 holders
Holding Since
Jun 2023
7 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026INSIGNEO ADVISORY SERVICES, LLC holds $26,671,841 across 6 Credit Services names. SOFI ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,157 | $9,660,384 | |
| 2 | MA |
Mastercard Inc
|
14,737 | $7,568,923 | |
| 3 | AXP |
American Express Co
|
20,602 | $6,968,626 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,896 | $1,420,449 | |
| 5 | COF |
Capital One Financial Corp
|
2,788 | $559,328 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
27,559 | $494,131 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $494,131 | 27,559 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $291,749 | 11,144 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $267,555 | 10,127 | Shares | Sole | 2025-11-12 | |
| 2024-06-30 | $103,129 | 15,602 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $89,446 | 12,253 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $131,966 | 13,263 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $100,522 | 12,053 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||