Sequoia Financial Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1599900 Akron, OH

Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$516,581

+$51,679 QoQ

Shares Held

28,811

-1.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#439

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)

Derivatives in SOFI

reported options exposure · as of Dec 31, 2025

CallValue

$20,944

CallShares

800

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $154,086,368 across 17 Credit Services names. SOFI ranks #12 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	277,453	$95,191,349
2	AXP	American Express Co	60,686	$20,527,039
3	MA	Mastercard Inc	32,584	$16,735,142
4	CACC	Credit Acceptance Corp	8,994	$5,726,839
5	COF	Capital One Financial Corp	25,766	$5,169,174
6	AGM	Federal Agricultural Mortgage Corp	13,028	$2,596,089
7	PYPL	PayPal Holdings, Inc.	45,854	$1,979,975
8	AFRM	Affirm Holdings, Inc.	16,519	$1,347,124

All Filings in SOFI

Export CSV

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$516,581	28,811	-1.6%	Shares	Sole	2026-07-17
2026-03-31	$464,902	29,276	-40.5%	Shares	Sole	2026-04-30
2025-12-31	$20,944	800	—	Call	Sole	2026-02-03
2025-12-31	$1,288,631	49,222	+158.2%	Shares	Sole	2026-02-03
2025-09-30	$503,618	19,062	+70.5%	Shares	Sole	2025-10-29
2025-06-30	$203,533	11,177	-28.1%	Shares	Sole	2025-07-25
2025-03-31	$180,776	15,544	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.