Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,609,880
+$289,204 QoQ
Shares Held
89,787
+8.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#291
of 913 holders
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HARBOUR INVESTMENTS, INC. holds $23,210,058 across 23 Credit Services names. SOFI ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
26,037 | $8,933,034 | |
| 2 | MA |
Mastercard Inc
|
10,038 | $5,155,516 | |
| 3 | AXP |
American Express Co
|
9,475 | $3,204,918 | |
| 4 | COF |
Capital One Financial Corp
|
14,344 | $2,877,693 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
89,787 | $1,609,880 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,493 | $755,347 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
2,050 | $124,988 | |
| 8 | AGM |
Federal Agricultural Mortgage Corp
|
637 | $124,161 |
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,609,880 | 89,787 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,320,676 | 83,166 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,834,903 | 70,088 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,815,423 | 68,714 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,254,596 | 68,896 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $820,845 | 70,580 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,049,001 | 68,117 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $488,098 | 62,099 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $390,743 | 59,114 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $486,041 | 66,581 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $603,616 | 60,665 | Shares | Sole | 2024-02-16 | |
| 2023-09-30 | $460,543 | 57,640 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $449,634 | 53,913 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $297,053 | 48,938 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $209,653 | 45,478 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $181,658 | 37,225 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $196,175 | 37,225 | Shares | Sole | 2022-08-15 | |
| 2021-03-31 IPOE | — | 1,591 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||