RHODES INVESTMENT ADVISORS INC /ADV

Position in SOFI — SoFi Technologies, Inc.

CIK 1005186 FORT WORTH, TX

Position in SOFI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$924,578

+$367,063 QoQ

Shares Held

51,566

+46.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.06%

of 13F equity value

Holder Rank

#360

of 913 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RHODES INVESTMENT ADVISORS INC /ADV holds $4,527,960 across 5 Credit Services names. SOFI ranks #2 (20.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	3,486	$1,179,139
2	SOFI	SoFi Technologies, Inc. This page	51,566	$924,578
3	AFRM	Affirm Holdings, Inc.	11,229	$915,724
4	MA	Mastercard Inc	1,781	$914,721
5	FCFS	FirstCash Holdings, Inc.	2,745	$593,798

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$924,578	51,566	+46.9%	Shares	Sole	2026-07-28
2026-03-31	$557,515	35,108	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.