CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1766904
RICHMOND, VA
Position in SOFI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$27,073
+$12,147 QoQ
Shares Held
1,510
+60.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
of 912 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 73%
Shared 0%
None 27%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026CARY STREET PARTNERS INVESTMENT ADVISORY LLC holds $7,028,228 across 7 Credit Services names. SOFI ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,691 | $3,324,876 | |
| 2 | MA |
Mastercard Inc
|
5,200 | $2,670,713 | |
| 3 | AXP |
American Express Co
|
1,772 | $599,375 | |
| 4 | COF |
Capital One Financial Corp
|
1,831 | $367,330 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
877 | $37,865 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
1,510 | $27,073 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
5 | $996 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,073 | 1,510 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $14,926 | 940 | Shares | Other | 2026-04-29 | |
| 2025-12-31 | $75,397 | 2,880 | Shares | Other | 2026-02-09 | |
| 2025-09-30 | $62,799 | 2,377 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $10,906 | 599 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $6,814 | 586 | Shares | Other | 2025-05-09 | |
| 2024-09-30 | $157,852 | 20,083 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $132,418 | 20,033 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $146,000 | 20,000 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $149,250 | 15,000 | Shares | Defined | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||