Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$243,435
+$27,833 QoQ
Shares Held
13,577
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#585
of 913 holders
Holding Since
Sep 2025
4 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, 2026Plum Street Advisors, LLC holds $243,435 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
|
13,577 | $243,435 |
All Filings in SOFI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $243,435 | 13,577 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $215,602 | 13,577 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $355,445 | 13,577 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $358,704 | 13,577 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||