Coordinated Financial Services, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 2055532
DENVER, CO
Position in SOFI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$303,308
-$157,460 QoQ
Shares Held
19,100
+8.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
5 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 Mar 31, 2026Coordinated Financial Services, Inc. holds $1,528,588 across 2 Credit Services names. SOFI ranks #2 (19.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
4,054 | $1,225,280 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
19,100 | $303,308 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $303,308 | 19,100 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $460,768 | 17,600 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $511,887 | 19,375 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $424,293 | 23,300 | Shares | Sole | 2025-07-24 | |
| 2024-12-31 | $386,540 | 25,100 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||