UNITED CAPITAL FINANCIAL ADVISORS, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1463217
IRVING, TX
Position in SOFI
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$333,175
+$63,041 QoQ
Shares Held
18,582
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#520
of 913 holders
Holding Since
Mar 2025
6 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $181,867,967 across 11 Credit Services names. SOFI ranks #8 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
283,047 | $97,110,595 | |
| 2 | AXP |
American Express Co
|
130,559 | $44,161,581 | |
| 3 | MA |
Mastercard Inc
|
58,613 | $30,103,636 | |
| 4 | COF |
Capital One Financial Corp
|
34,093 | $6,839,737 | |
| 5 | SYF |
Synchrony Financial
|
17,202 | $1,308,212 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
9,426 | $768,690 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
17,248 | $744,768 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
18,582 | $333,175 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,175 | 18,582 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $270,134 | 17,011 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $353,875 | 13,517 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $335,032 | 12,681 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $200,018 | 10,984 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $116,753 | 10,039 | Shares | Defined | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||