Investors Portfolio Services LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2073833
PUYALLUP, WA
Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,308
+$149 QoQ
Shares Held
73
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#863
of 912 holders
Holding Since
Dec 2025
3 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, 2026Investors Portfolio Services LLC holds $203,641 across 8 Credit Services names. SOFI ranks #5 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
493 | $169,143 | |
| 2 | ALLY |
Ally Financial Inc.
|
509 | $23,388 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
96 | $4,145 | |
| 4 | AXP |
American Express Co
|
12 | $4,059 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
73 | $1,308 | |
| 6 | MA |
Mastercard Inc
|
2 | $1,027 | |
| 7 | COF |
Capital One Financial Corp
|
2 | $401 | |
| 8 | NAVI |
Navient Corp
|
20 | $170 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,308 | 73 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,159 | 73 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,042 | 78 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||