Steward Partners Investment Advisory, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1723397
STAMFORD, CT
Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,789,613
+$3,273,228 QoQ
Shares Held
211,356
+550.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#195
of 894 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $222,082,417 across 28 Credit Services names. SOFI ranks #6 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
370,512 | $127,118,962 | |
| 2 | MA |
Mastercard Inc
|
69,917 | $35,909,371 | |
| 3 | AXP |
American Express Co
|
101,626 | $34,374,994 | |
| 4 | COF |
Capital One Financial Corp
|
34,290 | $6,879,259 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
107,330 | $4,634,509 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
211,356 | $3,789,613 | |
| 7 | ECPG |
Encore Capital Group Inc
|
18,051 | $1,683,977 | |
| 8 | SEZL |
Sezzle Inc.
|
8,682 | $1,490,091 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,789,613 | 211,356 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $516,385 | 32,518 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $809,092 | 30,905 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $676,457 | 25,604 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $438,733 | 24,093 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $282,004 | 24,248 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $386,093 | 25,071 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $247,362 | 31,471 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $198,438 | 30,021 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $230,650 | 31,596 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,418,213 | 142,534 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $235,177 | 29,434 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,408,617 | 168,899 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $177,450 | 29,234 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $105,887 | 22,969 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $124,288 | 25,469 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $113,969 | 21,626 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $190,984 | 20,210 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $282,651 | 17,878 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $295,510 | 18,609 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $289,639 | 15,109 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||