Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,320,676
-$514,227 QoQ
Shares Held
83,166
+18.7% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026HARBOUR INVESTMENTS, INC. holds $20,961,441 across 23 Credit Services names. SOFI ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
25,980 | $7,852,195 | |
| 2 | MA |
Mastercard Inc
|
10,020 | $5,006,593 | |
| 3 | AXP |
American Express Co
|
9,614 | $2,908,042 | |
| 4 | COF |
Capital One Financial Corp
|
13,675 | $2,494,730 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
83,166 | $1,320,676 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
18,065 | $817,079 | |
| 7 | SYF |
Synchrony Financial
|
1,695 | $115,293 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
4,341 | $111,346 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | |
| No filing history on record for this holder in this stock. | ||||||