Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,465,295
+$42,997 QoQ
Shares Held
193,268
-10.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#203
of 913 holders
Holding Since
Dec 2021
19 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, 2026Stratos Wealth Partners, LTD. holds $48,495,164 across 8 Credit Services names. SOFI ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
51,300 | $17,600,517 | |
| 2 | MA |
Mastercard Inc
|
25,149 | $12,916,526 | |
| 3 | AXP |
American Express Co
|
27,221 | $9,207,503 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
193,268 | $3,465,295 | |
| 5 | COF |
Capital One Financial Corp
|
14,549 | $2,918,820 | |
| 6 | EZPW |
Ezcorp Inc
|
35,795 | $1,237,433 | |
| 7 | SYF |
Synchrony Financial
|
10,457 | $795,254 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
8,194 | $353,816 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,465,295 | 193,268 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,422,298 | 215,510 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $5,811,462 | 221,981 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,985,216 | 188,691 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,692,564 | 92,947 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $1,011,251 | 86,952 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,335,919 | 86,748 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $695,303 | 88,461 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $636,675 | 96,320 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $792,210 | 108,522 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $1,106,081 | 111,164 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $593,968 | 74,339 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $345,926 | 41,478 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $232,778 | 38,349 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $124,234 | 26,949 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $187,035 | 38,327 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $270,076 | 51,248 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $446,493 | 47,248 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $468,497 | 29,633 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||