Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,140,652
+$312,622 QoQ
Shares Held
63,617
+22.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#332
of 913 holders
Holding Since
Jun 2023
13 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, 2026Norris Financial Group, LLC holds $1,140,652 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
|
63,617 | $1,140,652 |
All Filings in SOFI
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,140,652 | 63,617 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $828,030 | 52,143 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $1,449,481 | 55,366 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $2,538,539 | 96,084 | Shares | Sole | 2026-05-20 | |
| 2025-06-30 | $5,614,488 | 308,319 | Shares | Sole | 2026-05-20 | |
| 2025-03-31 | $2,002,476 | 172,182 | Shares | Sole | 2026-05-20 | |
| 2024-12-31 | $3,994,020 | 259,352 | Shares | Sole | 2026-05-20 | |
| 2024-09-30 | $2,439,688 | 310,393 | Shares | Sole | 2026-05-20 | |
| 2024-06-30 | $1,866,009 | 282,301 | Shares | Sole | 2026-05-20 | |
| 2024-03-31 | $1,747,072 | 239,325 | Shares | Sole | 2026-05-20 | |
| 2023-12-31 | $2,206,551 | 221,764 | Shares | Sole | 2026-05-20 | |
| 2023-09-30 | $1,490,278 | 186,518 | Shares | Sole | 2026-05-20 | |
| 2023-06-30 | $643,631 | 77,174 | Shares | Sole | 2026-05-20 | |
| No filing history on record for this holder in this stock. | ||||||