Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$23,936
+$3,388 QoQ
Shares Held
1,335
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#728
of 912 holders
Holding Since
Sep 2024
8 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, 2026American Capital Advisory, LLC holds $279,312 across 12 Credit Services names. SOFI ranks #3 (8.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
339 | $116,307 | |
| 2 | AXP |
American Express Co
|
241 | $81,518 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
1,335 | $23,936 | |
| 4 | COF |
Capital One Financial Corp
|
115 | $23,071 | |
| 5 | MA |
Mastercard Inc
|
42 | $21,571 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
191 | $8,247 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
25 | $2,038 | |
| 8 | SYF |
Synchrony Financial
|
23 | $1,749 |
All Filings in SOFI
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,936 | 1,335 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $20,548 | 1,294 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $33,955 | 1,297 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $6,155 | 233 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,042 | 222 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,442 | 210 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $3,234 | 210 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $1,650 | 210 | Shares | Sole | 2024-10-30 | |
| No filing history on record for this holder in this stock. | ||||||