KESTRA PRIVATE WEALTH SERVICES, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1649451
AUSTIN, TX
Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,834,239
+$779,935 QoQ
Shares Held
102,300
+54.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#270
of 912 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $126,799,082 across 14 Credit Services names. SOFI ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
193,900 | $66,525,151 | |
| 2 | AXP |
American Express Co
|
54,809 | $18,539,144 | |
| 3 | MA |
Mastercard Inc
|
30,929 | $15,885,134 | |
| 4 | ALLY |
Ally Financial Inc.
|
234,845 | $10,791,127 | |
| 5 | COF |
Capital One Financial Corp
|
19,460 | $3,904,065 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
9,578 | $2,071,912 | |
| 7 | SYF |
Synchrony Financial
|
25,604 | $1,947,184 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
102,300 | $1,834,239 |
All Filings in SOFI
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,834,239 | 102,300 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,054,304 | 66,392 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,830,086 | 69,904 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,549,982 | 58,667 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,245,126 | 68,376 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $694,962 | 59,756 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $264,587 | 17,181 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $186,132 | 23,681 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $172,064 | 26,031 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $303,431 | 41,566 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $457,331 | 45,963 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $351,472 | 43,989 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $295,077 | 35,381 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $202,349 | 33,336 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $175,806 | 38,136 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $220,263 | 45,136 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $264,216 | 50,136 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $560,725 | 59,336 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $1,106,478 | 69,986 | Shares | Sole | 2022-07-21 | |
| 2021-09-30 | $1,431,359 | 90,136 | Shares | Sole | 2022-07-26 | |
| 2021-06-30 | $1,658,205 | 86,500 | Shares | Sole | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||