World Investment Advisors

Position in SOFI — SoFi Technologies, Inc.

CIK 1652594 SANTA BARBARA, CA

Position in SOFI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$620,915

-$51,698 QoQ

Shares Held

34,630

-18.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#408

of 913 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

World Investment Advisors holds $63,144,954 across 10 Credit Services names. SOFI ranks #8 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	110,108	$37,776,953
2	MA	Mastercard Inc	23,553	$12,096,820
3	AXP	American Express Co	10,502	$3,552,301
4	COF	Capital One Financial Corp	17,012	$3,412,947
5	AFRM	Affirm Holdings, Inc.	32,890	$2,682,179
6	SYF	Synchrony Financial	22,882	$1,740,176
7	PYPL	PayPal Holdings, Inc.	19,397	$837,562
8	SOFI	SoFi Technologies, Inc. This page	34,630	$620,915

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$620,915	34,630	-18.2%	Shares	Sole	2026-08-14
2026-03-31	$672,613	42,356	+34.4%	Shares	Sole	2026-04-27
2025-09-30	$832,916	31,526	+35.8%	Shares	Sole	2025-10-15
2025-06-30	$422,835	23,220	-2.5%	Shares	Sole	2025-08-04
2025-03-31	$277,003	23,818	+6.7%	Shares	Sole	2025-04-29
2024-12-31	$343,881	22,330	+2.7%	Shares	Sole	2025-02-12
2024-09-30	$170,915	21,745	+6.5%	Shares	Sole	2024-11-25
2024-06-30	$134,903	20,409	0.0%	Shares	Sole	2024-08-15
2024-03-31	$148,985	20,409	+2.5%	Shares	Sole	2024-05-15
2023-12-31	$198,094	19,909	0.0%	Shares	Sole	2024-02-15
2023-09-30	$159,072	19,909	0.0%	Shares	Sole	2023-11-14
2023-06-30	$166,041	19,909	+39.2%	Shares	Sole	2023-08-14
2023-03-31	$86,819	14,303	+31.2%	Shares	Sole	2023-05-15
2022-03-31	$103,033	10,903	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.