GREAT VALLEY ADVISOR GROUP, INC.

Position in SOFI — SoFi Technologies, Inc.

CIK 1769897 WILMINGTON, DE

Position in SOFI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$453,198

+$100,424 QoQ

Shares Held

25,276

+13.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#461

of 912 holders

Holding Since

Sep 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

GREAT VALLEY ADVISOR GROUP, INC. holds $27,685,366 across 11 Credit Services names. SOFI ranks #6 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	53,885	$18,487,404
2	MA	Mastercard Inc	6,951	$3,570,033
3	AXP	American Express Co	4,978	$1,683,808
4	COF	Capital One Financial Corp	6,713	$1,346,762
5	ENVA	Enova International, Inc.	4,303	$1,035,861
6	SOFI	SoFi Technologies, Inc. This page	25,276	$453,198
7	SYF	Synchrony Financial	3,695	$281,004
8	SEZL	Sezzle Inc.	1,469	$252,124

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$453,198	25,276	+13.8%	Shares	Sole	2026-08-10
2026-03-31	$352,774	22,215	+48.4%	Shares	Sole	2026-05-11
2025-12-31	$391,940	14,971	+5.0%	Shares	Sole	2026-02-12
2025-09-30	$376,564	14,253	+37.8%	Shares	Sole	2025-11-14
2025-06-30	$188,309	10,341	-32.6%	Shares	Sole	2025-08-14
2025-03-31	$178,567	15,354	-34.3%	Shares	Sole	2025-05-08
2024-12-31	$360,052	23,380	-68.9%	Shares	Sole	2025-02-24
2024-09-30	$591,637	75,272	+24.1%	Shares	Sole	2024-11-12
2024-06-30	$400,797	60,635	+1.4%	Shares	Sole	2024-07-16
2024-03-31	$436,598	59,808	+2.6%	Shares	Sole	2024-05-06
2023-12-31	$579,846	58,276	+196.1%	Shares	Sole	2024-02-06
2021-12-31	$311,204	19,684	+6.8%	Shares	Sole	2022-02-10
2021-09-30	$292,700	18,432	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.