Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$927,232
+$98,281 QoQ
Shares Held
51,714
-0.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
4.64%
of 13F equity value
Holder Rank
#359
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, 2026Keystone Financial Services, LLC holds $927,232 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
51,714 | $927,232 |
All Filings in SOFI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $927,232 | 51,714 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $828,951 | 52,201 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,350,914 | 51,601 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,356,191 | 51,332 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $952,965 | 52,332 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $580,360 | 49,902 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $274,982 | 17,856 | Shares | Sole | 2025-03-14 | |
| No filing history on record for this holder in this stock. | ||||||