Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,205
+$1,396 QoQ
Shares Held
123
+141.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#843
of 912 holders
Holding Since
Mar 2025
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, 2026HFM Investment Advisors, LLC holds $112,392 across 17 Credit Services names. SOFI ranks #8 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
72 | $36,979 | |
| 2 | V |
Visa Inc.
|
83 | $28,476 | |
| 3 | COF |
Capital One Financial Corp
|
94 | $18,858 | |
| 4 | AXP |
American Express Co
|
25 | $8,456 | |
| 5 | SYF |
Synchrony Financial
|
39 | $2,965 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
56 | $2,418 | |
| 7 | ALLY |
Ally Financial Inc.
|
49 | $2,251 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
123 | $2,205 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,205 | 123 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $809 | 51 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,948 | 189 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,822 | 69 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $819 | 45 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $430 | 37 | Shares | Sole | 2025-05-16 | |
| No filing history on record for this holder in this stock. | ||||||