Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,860
+$4,100 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#704
of 912 holders
Holding Since
Sep 2022
16 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, 2026BARRETT & COMPANY, INC. holds $1,227,025 across 6 Credit Services names. SOFI ranks #5 (2.9% of the industry book) .
All Filings in SOFI
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,860 | 2,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,760 | 2,000 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $52,360 | 2,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $52,840 | 2,000 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $36,420 | 2,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $23,260 | 2,000 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $30,800 | 2,000 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $15,720 | 2,000 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $13,220 | 2,000 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $14,600 | 2,000 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $19,900 | 2,000 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $15,980 | 2,000 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $16,680 | 2,000 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $12,140 | 2,000 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $9,220 | 2,000 | Shares | Sole | 2023-05-23 | |
| 2022-09-30 | $9,760 | 2,000 | Shares | Sole | 2023-06-13 | |
| No filing history on record for this holder in this stock. | ||||||