Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,481
+$13,013 QoQ
Shares Held
1,700
+54.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#714
of 913 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, 2026Boreal Capital Management LLC holds $3,426,679 across 7 Credit Services names. SOFI ranks #4 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,306 | $2,163,525 | |
| 2 | MA |
Mastercard Inc
|
2,118 | $1,087,804 | |
| 3 | AXP |
American Express Co
|
286 | $96,739 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
1,700 | $30,481 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
100 | $21,632 | |
| 6 | COF |
Capital One Financial Corp
|
97 | $19,460 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
163 | $7,038 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,481 | 1,700 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $17,468 | 1,100 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $15,708 | 600 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||