EverSource Wealth Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1710537
BIRMINGHAM, AL
Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$678,323
+$608,663 QoQ
Shares Held
37,832
+762.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#65
of 243 holders
Holding Since
Jun 2022
17 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, 2026EverSource Wealth Advisors, LLC holds $14,556,842 across 41 Credit Services names. SOFI ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
14,656 | $5,028,321 | |
| 2 | MA |
Mastercard Inc
|
5,984 | $3,073,379 | |
| 3 | AXP |
American Express Co
|
5,817 | $1,967,595 | |
| 4 | COF |
Capital One Financial Corp
|
6,793 | $1,362,806 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
37,832 | $678,323 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
12,377 | $534,434 | |
| 7 | SYF |
Synchrony Financial
|
4,632 | $352,261 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
3,203 | $261,201 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $678,323 | 37,832 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $69,660 | 4,387 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $88,720 | 3,389 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $121,133 | 4,585 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $62,566 | 3,436 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $49,448 | 4,252 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $138,459 | 8,991 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $80,045 | 10,184 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $78,909 | 11,938 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $97,344 | 13,335 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $121,060 | 12,167 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $97,413 | 12,192 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $110,646 | 13,267 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $181,225 | 29,856 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $175,438 | 38,056 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,898 | 594 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $837 | 159 | Shares | Sole | 2022-08-01 | |
| No filing history on record for this holder in this stock. | ||||||