Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$502
-$6,453 QoQ
Shares Held
28
-93.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#888
of 913 holders
Holding Since
Dec 2024
6 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, 2026AMERIFLEX GROUP, INC. holds $885,899 across 14 Credit Services names. SOFI ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,267 | $434,695 | |
| 2 | AXP |
American Express Co
|
547 | $185,022 | |
| 3 | MA |
Mastercard Inc
|
309 | $158,702 | |
| 4 | COF |
Capital One Financial Corp
|
410 | $82,254 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
216 | $9,326 | |
| 6 | AGM |
Federal Agricultural Mortgage Corp
|
30 | $5,978 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
40 | $3,262 | |
| 8 | BFH |
Bread Financial Holdings, Inc.
|
29 | $3,142 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502 | 28 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,955 | 438 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,466 | 438 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $23,143 | 876 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,907 | 164 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,525 | 164 | Shares | Sole | 2025-02-24 | |
| No filing history on record for this holder in this stock. | ||||||