Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$921,207
+$105,325 QoQ
Shares Held
51,378
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#361
of 912 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$17,930
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026MEANS INVESTMENT CO., INC. holds $8,184,314 across 5 Credit Services names. SOFI ranks #2 (11.3% of the industry book) .
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $921,207 | 51,378 | Shares | Sole | 2026-08-14 | |
| 2026-06-30 | $17,930 | 1,000 | Call | Sole | 2026-08-14 | |
| 2026-03-31 | $815,882 | 51,378 | Shares | Sole | 2026-04-24 | |
| 2026-03-31 | $15,880 | 1,000 | Call | Sole | 2026-04-24 | |
| 2025-12-31 | $1,364,187 | 52,108 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,358,199 | 51,408 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $985,852 | 54,138 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $562,170 | 48,338 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $786,200 | 51,052 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $399,948 | 50,884 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $361,236 | 54,650 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $421,151 | 57,692 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $604,741 | 60,778 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $447,192 | 55,969 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $479,483 | 57,492 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $312,380 | 51,463 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $160,036 | 34,715 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $459,930 | 94,248 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $478,099 | 90,721 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $571,715 | 60,499 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $168,534 | 10,660 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||