Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,749,332
+$604,945 QoQ
Shares Held
153,337
+13.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#224
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, 2026Intellus Advisors LLC holds $3,938,138 across 2 Credit Services names. SOFI ranks #1 (69.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
153,337 | $2,749,332 | |
| 2 | V |
Visa Inc.
|
3,465 | $1,188,806 |
All Filings in SOFI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,749,332 | 153,337 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,144,387 | 135,037 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,191,315 | 121,899 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,477,030 | 131,606 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,566,207 | 140,923 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,458,785 | 125,433 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,943,818 | 126,222 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||