MONETA GROUP INVESTMENT ADVISORS LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1120927
ST LOUIS, MO
Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$255,610
+$88,140 QoQ
Shares Held
14,256
+35.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#576
of 912 holders
Holding Since
Dec 2022
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $28,127,972 across 8 Credit Services names. SOFI ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,112 | $14,448,206 | |
| 2 | MA |
Mastercard Inc
|
14,000 | $7,190,400 | |
| 3 | AXP |
American Express Co
|
9,971 | $3,372,690 | |
| 4 | COF |
Capital One Financial Corp
|
5,503 | $1,104,011 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
3,849 | $832,615 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,233 | $528,220 | |
| 7 | SYF |
Synchrony Financial
|
5,210 | $396,220 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
14,256 | $255,610 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,610 | 14,256 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $167,470 | 10,546 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $97,055 | 12,348 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $77,759 | 10,652 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $112,355 | 11,292 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $89,551 | 11,208 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $94,275 | 11,304 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $63,091 | 10,394 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $37,571 | 8,150 | Shares | Sole | 2023-02-16 | |
| No filing history on record for this holder in this stock. | ||||||