Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$20,587,261
+$6,317,271 QoQ
Shares Held
1,148,202
+27.8% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#66
of 912 holders
Holding Since
Mar 2024
10 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, 2026Diversify Advisory Services, LLC holds $95,454,342 across 10 Credit Services names. SOFI ranks #3 (21.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AFRM |
Affirm Holdings, Inc.
|
355,854 | $29,019,893 | |
| 2 | V |
Visa Inc.
|
60,289 | $20,684,553 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
1,148,202 | $20,587,261 | |
| 4 | MA |
Mastercard Inc
|
27,354 | $14,049,014 | |
| 5 | AXP |
American Express Co
|
22,596 | $7,643,097 | |
| 6 | COF |
Capital One Financial Corp
|
10,130 | $2,032,280 | |
| 7 | OPFI |
OppFi Inc.
|
49,967 | $496,172 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,360 | $448,739 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,587,261 | 1,148,202 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $14,269,990 | 898,614 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $21,799,588 | 832,681 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $22,619,694 | 856,158 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,139,525 | 941,215 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,177,063 | 1,047,039 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $9,704,618 | 630,170 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,394,809 | 813,589 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $5,006,043 | 757,344 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $6,988,662 | 957,351 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||