Highland Investment Advisors LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2149882
PONTE VEDRA, FL
Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$71
New position
Shares Held
4
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#908
of 912 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026Highland Investment Advisors LLC holds $79,765 across 8 Credit Services names. SOFI ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
182 | $62,442 | |
| 2 | COF |
Capital One Financial Corp
|
52 | $10,432 | |
| 3 | MA |
Mastercard Inc
|
12 | $6,163 | |
| 4 | AXP |
American Express Co
|
1 | $338 | |
| 5 | SYF |
Synchrony Financial
|
2 | $152 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
2 | $86 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
1 | $81 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
4 | $71 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71 | 4 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||