Position in SOFI
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$158,800
-$103,000 QoQ
Shares Held
10,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026COMPASS CAPITAL CORP /MA/ /ADV holds $3,128,353 across 4 Credit Services names.
All Filings in SOFI
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $158,800 | 10,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $261,800 | 10,000 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $918,623 | 34,770 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $742,785 | 40,790 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $130,953 | 11,260 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $154,000 | 10,000 | Shares | Sole | 2025-02-03 | |
| No filing history on record for this holder in this stock. | ||||||