Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,585,657
+$202,891 QoQ
Shares Held
88,436
+1.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#294
of 913 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, 2026Kovack Advisors, Inc. holds $11,442,446 across 7 Credit Services names. SOFI ranks #3 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,774 | $3,353,361 | |
| 2 | MA |
Mastercard Inc
|
5,655 | $2,904,408 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
88,436 | $1,585,657 | |
| 4 | AXP |
American Express Co
|
4,395 | $1,486,608 | |
| 5 | COF |
Capital One Financial Corp
|
5,641 | $1,131,697 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
10,809 | $659,024 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
7,450 | $321,691 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,585,657 | 88,436 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,382,766 | 87,076 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,203,099 | 84,152 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,369,266 | 89,677 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,568,263 | 86,121 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $896,207 | 77,060 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,010,809 | 65,637 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $633,044 | 80,540 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $892,475 | 135,019 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $914,799 | 125,315 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,172,239 | 117,813 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $803,450 | 100,557 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $810,039 | 97,127 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $578,252 | 95,264 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $386,691 | 83,881 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $231,902 | 47,521 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $117,389 | 22,275 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $245,605 | 25,990 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $328,705 | 20,791 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $299,846 | 18,882 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $305,397 | 15,931 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||