Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,413
+$9,255 QoQ
Shares Held
525
+1650.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#778
of 913 holders
Holding Since
Jun 2021
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, 2026Heritage Wealth Advisors holds $50,794,035 across 8 Credit Services names. SOFI ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
88,915 | $45,666,744 | |
| 2 | V |
Visa Inc.
|
12,221 | $4,192,902 | |
| 3 | AXP |
American Express Co
|
1,392 | $470,844 | |
| 4 | COF |
Capital One Financial Corp
|
2,220 | $445,376 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
525 | $9,413 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
100 | $3,543 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
65 | $2,806 | |
| 8 | ENVA |
Enova International, Inc.
|
10 | $2,407 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,413 | 525 | Shares | Sole | 2026-08-14 | |
| 2022-06-30 | $158 | 30 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $283 | 30 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $474 | 30 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $476 | 30 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $575 | 30 | Shares | Sole | 2021-08-09 | |
| No filing history on record for this holder in this stock. | ||||||