Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$484
+$56 QoQ
Shares Held
27
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#888
of 912 holders
Holding Since
Sep 2023
12 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, 2026Strategic Advocates LLC holds $157,770 across 2 Credit Services names. SOFI ranks #2 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
465 | $157,286 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
27 | $484 |
All Filings in SOFI
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $484 | 27 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $428 | 27 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,717,198 | 65,592 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,732,940 | 65,592 | Shares | Sole | 2025-11-26 | |
| 2025-06-30 | $1,319,897 | 72,482 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $842,965 | 72,482 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,112,988 | 72,272 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $568,262 | 72,298 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $477,889 | 72,298 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $528,739 | 72,430 | Shares | Sole | 2024-04-03 | |
| 2023-12-31 | $650,152 | 65,342 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $522,082 | 65,342 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||