Baltimore-Washington Financial Advisors, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 1555486
Columbia, MD
Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$16,091,439
+$2,180,671 QoQ
Shares Held
897,459
+2.5% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#79
of 913 holders
Holding Since
Sep 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, 2026Baltimore-Washington Financial Advisors, Inc. holds $62,120,971 across 5 Credit Services names. SOFI ranks #2 (25.9% of the industry book) .
All Filings in SOFI
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,091,439 | 897,459 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,910,768 | 875,993 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $21,311,671 | 814,044 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $19,902,661 | 753,318 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,901,259 | 763,386 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,035,347 | 604,931 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $9,131,122 | 592,930 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $4,127,686 | 525,151 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $3,337,805 | 504,963 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,351,415 | 459,098 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,461,729 | 448,415 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,116,883 | 390,098 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,757,921 | 330,686 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,236,307 | 203,675 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $916,366 | 198,778 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $993,455 | 203,577 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,008,799 | 191,423 | Shares | Sole | 2022-08-05 | |
| 2021-12-31 | $3,778,289 | 238,981 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $246,775 | 15,540 | Shares | Sole | 2021-10-20 | |
| No filing history on record for this holder in this stock. | ||||||