INDEPENDENT FINANCIAL GROUP, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 275484
SAN DIEGO, CA
Position in SOFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,454,929
-$32,360 QoQ
Shares Held
81,145
-13.4% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#303
of 912 holders
Holding Since
Jun 2021
21 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $27,257,512 across 11 Credit Services names. SOFI ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
32,793 | $11,250,950 | |
| 2 | MA |
Mastercard Inc
|
9,082 | $4,664,515 | |
| 3 | AXP |
American Express Co
|
12,504 | $4,229,478 | |
| 4 | COF |
Capital One Financial Corp
|
16,582 | $3,326,680 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
81,145 | $1,454,929 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
7,045 | $574,519 | |
| 7 | SEZL |
Sezzle Inc.
|
2,796 | $479,877 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
9,899 | $427,438 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,454,929 | 81,145 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,487,289 | 93,658 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,368,551 | 166,866 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $4,387,384 | 166,063 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $3,650,176 | 200,449 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,881,047 | 161,741 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $2,904,748 | 188,620 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $2,012,623 | 256,059 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $217,614 | 32,922 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $297,000 | 40,685 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $460,864 | 46,318 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $314,774 | 39,396 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $325,852 | 39,071 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $148,144 | 24,406 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $202,563 | 43,940 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $304,868 | 62,473 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $252,817 | 47,973 | Shares | Sole | 2026-06-12 | |
| 2022-03-31 | $932,488 | 98,676 | Shares | Sole | 2026-06-12 | |
| 2021-12-31 | $605,760 | 38,315 | Shares | Sole | 2026-06-15 | |
| 2021-09-30 | $352,329 | 22,187 | Shares | Sole | 2026-06-15 | |
| 2021-06-30 | $202,492 | 10,563 | Shares | Sole | 2026-06-15 | |
| No filing history on record for this holder in this stock. | ||||||