Foundations Investment Advisors, LLC
EndowmentPosition in SOFI — SoFi Technologies, Inc.
CIK 1743404
PHOENIX, AZ
Position in SOFI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$381,945
-$532,077 QoQ
Shares Held
24,052
-31.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 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, 2026Foundations Investment Advisors, LLC holds $67,360,614 across 8 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
96,153 | $32,989,131 | |
| 2 | MA |
Mastercard Inc
|
50,574 | $25,974,805 | |
| 3 | AXP |
American Express Co
|
19,856 | $6,716,291 | |
| 4 | COF |
Capital One Financial Corp
|
4,363 | $875,305 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
6,698 | $289,219 | |
| 6 | SEZL |
Sezzle Inc.
|
1,206 | $206,985 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
3,321 | $202,480 | |
| 8 | WU |
Western Union CO
|
13,818 | $106,398 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $381,945 | 24,052 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $914,022 | 34,913 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $742,692 | 28,111 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $490,286 | 26,924 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $252,371 | 21,700 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $269,115 | 17,475 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $136,952 | 17,424 | Shares | Sole | 2024-10-21 | |
| 2024-03-31 | $257,653 | 35,295 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $330,260 | 33,192 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $84,989 | 10,637 | Shares | Sole | 2023-10-05 | |
| No filing history on record for this holder in this stock. | ||||||