Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,895
+$1,588 QoQ
Shares Held
775
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#760
of 912 holders
Holding Since
Mar 2023
14 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, 2026Financial Perspectives, Inc holds $1,047,060 across 5 Credit Services names. SOFI ranks #5 (1.3% of the industry book) .
All Filings in SOFI
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,895 | 775 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $12,307 | 775 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $20,289 | 775 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $20,475 | 775 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $14,112 | 775 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,453 | 125 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $1,925 | 125 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $982 | 125 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $826 | 125 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $912 | 125 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,243 | 125 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $998 | 125 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $1,042 | 125 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $758 | 125 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||