Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$197
-$25 QoQ
Shares Held
11
-21.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#897
of 913 holders
Holding Since
Sep 2025
4 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, 2026Seneschal Advisors, LLC holds $78,352 across 9 Credit Services names. SOFI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
199 | $68,274 | |
| 2 | MA |
Mastercard Inc
|
8 | $4,108 | |
| 3 | AXP |
American Express Co
|
7 | $2,367 | |
| 4 | COF |
Capital One Financial Corp
|
8 | $1,604 | |
| 5 | AFRM |
Affirm Holdings, Inc.
|
8 | $652 | |
| 6 | SYF |
Synchrony Financial
|
8 | $608 | |
| 7 | ALLY |
Ally Financial Inc.
|
9 | $413 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
11 | $197 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $197 | 11 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $222 | 14 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $418 | 16 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $422 | 16 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||