Stratos Wealth Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1707202 BEACHWOOD, OH

Position in SOFI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$456,067

+$73,232 QoQ

Shares Held

25,436

+5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#460

of 912 holders

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $18,167,140 across 5 Credit Services names. SOFI ranks #4 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	38,519	$13,215,483
2	MA	Mastercard Inc	4,858	$2,495,068
3	AXP	American Express Co	5,001	$1,691,588
4	SOFI	SoFi Technologies, Inc. This page	25,436	$456,067
5	SEZL	Sezzle Inc.	1,800	$308,934

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,067	25,436	+5.5%	Shares	Sole	2026-08-11
2026-03-31	$382,835	24,108	+45.3%	Shares	Sole	2026-04-28
2025-12-31	$434,326	16,590	+7.1%	Shares	Sole	2026-01-20
2025-09-30	$409,245	15,490	-23.7%	Shares	Sole	2025-11-06
2025-06-30	$369,480	20,290	-17.5%	Shares	Sole	2025-07-29
2025-03-31	$285,865	24,580	+1.6%	Shares	Sole	2025-04-30
2024-12-31	$372,433	24,184	-25.8%	Shares	Sole	2025-01-27
2024-09-30	$256,314	32,610	+3.3%	Shares	Sole	2024-10-17
2024-06-30	$208,585	31,556	-35.7%	Shares	Sole	2024-07-24
2024-03-31	$358,517	49,112	+140.6%	Shares	Sole	2024-04-16
2023-12-31	$203,139	20,416	-14.1%	Shares	Sole	2024-01-24
2023-09-30	$189,810	23,756	-22.5%	Shares	Sole	2023-10-24
2022-09-30	$149,674	30,671	+46.7%	Shares	Sole	2022-10-24
2022-03-31	$197,627	20,913	+26.5%	Shares	Sole	2022-04-26
2021-06-30	$316,899	16,531	—	Shares	Sole	2021-07-19
No filing history on record for this holder in this stock.