Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$33,959
New position
Shares Held
1,894
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 913 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026COMPASS FINANCIAL MANAGEMENT LLC holds $2,104,559 across 8 Credit Services names. SOFI ranks #6 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,745 | $941,782 | |
| 2 | AXP |
American Express Co
|
1,414 | $478,285 | |
| 3 | MA |
Mastercard Inc
|
692 | $355,411 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
3,132 | $135,239 | |
| 5 | COF |
Capital One Financial Corp
|
659 | $132,208 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
1,894 | $33,959 | |
| 7 | SYF |
Synchrony Financial
|
363 | $27,606 | |
| 8 | WU |
Western Union CO
|
9 | $69 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,959 | 1,894 | Shares | Sole | 2026-08-12 | |
| No filing history on record for this holder in this stock. | ||||||