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VICTORY FINANCIAL GROUP, LLC: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of VICTORY FINANCIAL GROUP, LLC on SOFI, newest first. How the timeline and the estimate are built.

VICTORY FINANCIAL GROUP, LLC held 41,188 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 41,188 shares
    Change vs previous 13F +6,515 shares

    0.08% of the 13F portfolio, value $738,501.

    13F-HR 0001754960-26-000656 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 34,673 shares
    Change vs previous 13F +3,592 shares

    0.07% of the 13F portfolio, value $550,607.

    13F-HR 0001754960-26-000326 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,081 shares
    Change vs previous 13F -22,405 shares

    0.1% of the 13F portfolio, value $813,701.

    13F-HR 0001754960-26-000080 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 53,486 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $1,406,495.

    13F-HR 0001754960-25-000796 filed by VICTORY FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).