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KENNEDY INVESTMENT GROUP, INC.

Position in SOFI — SoFi Technologies, Inc.

CIK 1978005 WEST DEPTFORD, NJ

Position in SOFI

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$433,296
+$49,540 QoQ
Shares Held
24,166
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#468
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, 2026

KENNEDY INVESTMENT GROUP, INC. holds $8,560,068 across 4 Credit Services names. SOFI ranks #4 (5.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 SOFI
SoFi Technologies, Inc.
This page
24,166 $433,296

All Filings in SOFI

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $433,296 24,166
2026-03-31 $383,756 24,166
2025-12-31 $733,040 28,000
2025-09-30 $803,168 30,400
2025-06-30 $1,061,643 58,300
2025-03-31 $754,787 64,900
2024-12-31 $1,081,080 70,200
2024-09-30 $927,480 118,000
2024-06-30 $767,421 116,100
2024-03-31 $809,570 110,900
2023-12-31 $1,108,430 111,400
2023-09-30 $882,096 110,400
2023-06-30 $753,936 90,400
2023-03-31 $548,728 90,400
2022-12-31 $416,744 90,400