Position in SOFI
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$248,509
+$196,963 QoQ
Shares Held
13,860
+327.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#581
of 912 holders
Holding Since
Jun 2021
21 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, 2026Clearstead Advisors, LLC holds $74,684,282 across 31 Credit Services names. SOFI ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
57,433 | $29,497,588 | |
| 2 | V |
Visa Inc.
|
71,541 | $24,545,001 | |
| 3 | AXP |
American Express Co
|
44,009 | $14,886,044 | |
| 4 | COF |
Capital One Financial Corp
|
16,176 | $3,245,229 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
22,146 | $956,264 | |
| 6 | SYF |
Synchrony Financial
|
9,174 | $697,682 | |
| 7 | WU |
Western Union CO
|
34,560 | $266,112 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
13,860 | $248,509 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,509 | 13,860 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $51,546 | 3,246 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $75,424 | 2,881 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $97,252 | 3,681 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $66,630 | 3,659 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $33,168 | 2,852 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $43,890 | 2,850 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $40,007 | 5,090 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $33,644 | 5,090 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $35,332 | 4,840 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $42,188 | 4,240 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $33,877 | 4,240 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $35,361 | 4,240 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $25,736 | 4,240 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $20,468 | 4,440 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $10,931 | 2,240 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $11,804 | 2,240 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $21,168 | 2,240 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $35,414 | 2,240 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $35,571 | 2,240 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $12,268 | 640 | Shares | Sole | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||