Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,040,846
+$235,560 QoQ
Shares Held
113,823
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
2.33%
of 13F equity value
Holder Rank
#256
of 912 holders
Holding Since
Dec 2024
7 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, 2026Miller Financial Services LLC holds $5,484,950 across 5 Credit Services names. SOFI ranks #1 (37.2% of the industry book) .
All Filings in SOFI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,040,846 | 113,823 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,805,286 | 113,683 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,739,422 | 104,638 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,869,502 | 108,611 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,333,520 | 128,145 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,370,781 | 117,866 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,809,561 | 117,504 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||