Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$428,742
+$62,280 QoQ
Shares Held
23,912
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#470
of 912 holders
Holding Since
Dec 2021
19 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, 2026J.W. COLE ADVISORS, INC. holds $33,537,487 across 7 Credit Services names. SOFI ranks #7 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,509 | $14,584,412 | |
| 2 | AXP |
American Express Co
|
23,832 | $8,061,174 | |
| 3 | MA |
Mastercard Inc
|
11,369 | $5,839,118 | |
| 4 | COF |
Capital One Financial Corp
|
14,544 | $2,917,817 | |
| 5 | CACC |
Credit Acceptance Corp
|
1,504 | $957,656 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
17,336 | $748,568 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
23,912 | $428,742 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,742 | 23,912 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $366,462 | 23,077 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $576,745 | 22,030 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $786,840 | 29,782 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $424,038 | 23,286 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $273,258 | 23,496 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $185,446 | 12,042 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $91,679 | 11,664 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $92,163 | 13,943 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $100,922 | 13,825 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $130,593 | 13,125 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $127,041 | 15,900 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $132,606 | 15,900 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $91,960 | 15,150 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $65,816 | 14,277 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $70,760 | 14,500 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $128,588 | 24,400 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $212,625 | 22,500 | Shares | Sole | 2022-06-10 | |
| 2021-12-31 | $172,329 | 10,900 | Shares | Sole | 2022-01-25 | |
| No filing history on record for this holder in this stock. | ||||||