Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,819,159
+$1,792,799 QoQ
Shares Held
101,459
+6012.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#272
of 912 holders
Holding Since
Dec 2023
11 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, 2026LM Advisors LLC holds $7,187,690 across 5 Credit Services names. SOFI ranks #2 (25.3% of the industry book) .
All Filings in SOFI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819,159 | 101,459 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,360 | 1,660 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $82,467 | 3,150 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,342,209 | 126,503 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,451,066 | 134,600 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,623,862 | 139,627 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,968,197 | 127,805 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $1,041,489 | 132,505 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $876,519 | 132,605 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,050,134 | 143,854 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,670,147 | 167,854 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||