Sowell Financial Services LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1633697
NORTH LITTLE ROCK, AR
Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$759,837
+$160,129 QoQ
Shares Held
42,378
+12.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#388
of 912 holders
Holding Since
Sep 2021
7 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, 2026Sowell Financial Services LLC holds $40,485,620 across 7 Credit Services names. SOFI ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
32,572 | $16,728,979 | |
| 2 | V |
Visa Inc.
|
42,782 | $14,678,076 | |
| 3 | AXP |
American Express Co
|
13,952 | $4,719,264 | |
| 4 | COF |
Capital One Financial Corp
|
13,127 | $2,633,538 | |
| 5 | SYF |
Synchrony Financial
|
9,998 | $760,347 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
42,378 | $759,837 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,761 | $205,579 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759,837 | 42,378 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $599,708 | 37,765 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $415,607 | 15,875 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $366,736 | 13,881 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $379,405 | 20,835 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $259,267 | 22,293 | Shares | Sole | 2025-04-17 | |
| 2021-09-30 | $715,521 | 45,058 | Shares | Sole | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||