Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$362,454
+$55,256 QoQ
Shares Held
20,215
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.45%
of 13F equity value
Holder Rank
#504
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, 2026Southern Financial Group, LLC holds $654,423 across 2 Credit Services names. SOFI ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
20,215 | $362,454 | |
| 2 | V |
Visa Inc.
|
851 | $291,969 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,454 | 20,215 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $307,198 | 19,345 | Shares | Sole | 2026-06-18 | |
| 2025-12-31 | $467,051 | 17,840 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||