ADVISORS MANAGEMENT GROUP INC /ADV
Position in SOFI — SoFi Technologies, Inc.
CIK 842766
LA CROSSE, WI
Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$193,912
-$2,777 QoQ
Shares Held
10,815
-12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#633
of 913 holders
Holding Since
Jun 2024
9 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, 2026ADVISORS MANAGEMENT GROUP INC /ADV holds $1,834,175 across 4 Credit Services names. SOFI ranks #4 (10.6% of the industry book) .
All Filings in SOFI
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,912 | 10,815 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $196,689 | 12,386 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $301,750 | 11,526 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $301,848 | 11,425 | Shares | Sole | 2025-12-18 | |
| 2025-06-30 | $206,519 | 11,341 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $129,825 | 11,163 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $173,450 | 11,263 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $83,716 | 10,651 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $70,403 | 10,651 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||