Position in SOFI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$950
-$209 QoQ
Shares Held
53
-27.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#868
of 913 holders
Holding Since
Sep 2025
4 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, 2026LRI Investments, LLC holds $12,030,888 across 21 Credit Services names. SOFI ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,630 | $9,822,665 | |
| 2 | COF |
Capital One Financial Corp
|
3,618 | $725,842 | |
| 3 | MA |
Mastercard Inc
|
1,232 | $632,754 | |
| 4 | AXP |
American Express Co
|
986 | $333,513 | |
| 5 | ATLCP |
Atlanticus Holdings Corp
|
2,500 | $255,625 | |
| 6 | ALLY |
Ally Financial Inc.
|
3,506 | $161,099 | |
| 7 | SYF |
Synchrony Financial
|
622 | $47,303 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
644 | $27,807 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $950 | 53 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,159 | 73 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $79,796 | 3,048 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $73,024 | 2,764 | Shares | Sole | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||