Comprehensive Financial Planning, Inc./PA
Position in SOFI — SoFi Technologies, Inc.
CIK 2044855
EAST PETERSBURG, PA
Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$17,930
+$2,050 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#746
of 913 holders
Holding Since
Dec 2024
7 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, 2026Comprehensive Financial Planning, Inc./PA holds $729,907 across 4 Credit Services names. SOFI ranks #3 (2.5% of the industry book) .
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,930 | 1,000 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,880 | 1,000 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $26,180 | 1,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $26,420 | 1,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,210 | 1,000 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $11,630 | 1,000 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $15,400 | 1,000 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||