CREATIVE FINANCIAL DESIGNS INC /ADV
Position in SOFI — SoFi Technologies, Inc.
CIK 819864
KOKOMO, IN
Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$17,930
+$2,050 QoQ
Shares Held
1,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#744
of 912 holders
Holding Since
Dec 2023
10 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $4,489,164 across 11 Credit Services names. SOFI ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PYPL |
PayPal Holdings, Inc.
|
58,539 | $2,527,714 | |
| 2 | V |
Visa Inc.
|
3,649 | $1,251,935 | |
| 3 | COF |
Capital One Financial Corp
|
1,275 | $255,790 | |
| 4 | MA |
Mastercard Inc
|
419 | $215,198 | |
| 5 | AXP |
American Express Co
|
531 | $179,610 | |
| 6 | ALLY |
Ally Financial Inc.
|
432 | $19,850 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
1,000 | $17,930 | |
| 8 | OPFI |
OppFi Inc.
|
1,230 | $12,213 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,930 | 1,000 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $15,880 | 1,000 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $33,196 | 1,268 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $33,025 | 1,250 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $116 | 10 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $7,700 | 500 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $393 | 50 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $330 | 50 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $365 | 50 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $10,447 | 1,050 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||