Position in SOFI
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$188,820
-$115,551 QoQ
Shares Held
10,531
-45.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#639
of 913 holders
Holding Since
Jun 2021
20 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, 2026B. Riley Wealth Advisors, Inc. holds $22,345,897 across 8 Credit Services names. SOFI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
39,041 | $7,832,405 | |
| 2 | V |
Visa Inc.
|
17,356 | $5,954,670 | |
| 3 | MA |
Mastercard Inc
|
9,299 | $4,775,966 | |
| 4 | AXP |
American Express Co
|
6,511 | $2,202,345 | |
| 5 | SYF |
Synchrony Financial
|
8,436 | $641,557 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
6,309 | $384,659 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
8,464 | $365,475 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
10,531 | $188,820 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,820 | 10,531 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $304,371 | 19,167 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $420,319 | 16,055 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $216,855 | 8,208 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $302,850 | 16,631 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $208,577 | 13,544 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $125,893 | 16,017 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $720,113 | 108,943 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $928,092 | 127,136 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $1,200,447 | 120,648 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $1,015,816 | 127,136 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $1,139,786 | 136,665 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $911,131 | 150,104 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $661,037 | 143,392 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $700,353 | 143,515 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $319,657 | 60,656 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $599,715 | 63,462 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $838,641 | 53,045 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $902,142 | 56,810 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $373,815 | 19,500 | Shares | Other | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||