Position in SOFI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$149,715
+$17,117 QoQ
Shares Held
8,350
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#659
of 912 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TOTH FINANCIAL ADVISORY CORP holds $32,876,764 across 9 Credit Services names. SOFI ranks #5 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
51,196 | $17,564,835 | |
| 2 | MA |
Mastercard Inc
|
27,746 | $14,250,345 | |
| 3 | AXP |
American Express Co
|
1,535 | $519,213 | |
| 4 | COF |
Capital One Financial Corp
|
932 | $186,977 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
8,350 | $149,715 | |
| 6 | BFH |
Bread Financial Holdings, Inc.
|
1,320 | $143,022 | |
| 7 | SEZL |
Sezzle Inc.
|
300 | $51,489 | |
| 8 | WU |
Western Union CO
|
800 | $6,160 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,715 | 8,350 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $132,598 | 8,350 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $161,007 | 6,150 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $141,347 | 5,350 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,373 | 350 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,070 | 350 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $5,544 | 360 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,751 | 350 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,313 | 350 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,555 | 350 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $4,875 | 490 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $3,915 | 490 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,086 | 490 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $5,402 | 890 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,613 | 350 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $2,244 | 460 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $2,424 | 460 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $4,347 | 460 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $5,533 | 350 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $19,170 | 1,000 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||