Kingsview Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1791965
GRANTS PASS, OR
Position in SOFI
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$549,572
+$349,373 QoQ
Shares Held
30,651
+143.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#424
of 913 holders
Holding Since
Sep 2022
9 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, 2026Kingsview Wealth Management, LLC holds $44,680,215 across 10 Credit Services names. SOFI ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
49,600 | $17,017,264 | |
| 2 | AXP |
American Express Co
|
24,455 | $8,271,903 | |
| 3 | MA |
Mastercard Inc
|
15,025 | $7,716,840 | |
| 4 | COF |
Capital One Financial Corp
|
21,478 | $4,308,916 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
19,026 | $4,115,703 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
14,752 | $899,429 | |
| 7 | SYF |
Synchrony Financial
|
9,539 | $725,440 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
15,039 | $649,384 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $549,572 | 30,651 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $200,199 | 12,607 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $287,508 | 10,982 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $218,282 | 8,262 | Shares | Sole | 2025-11-12 | |
| 2024-03-31 | $97,141 | 13,307 | Shares | Sole | 2024-05-09 | |
| 2023-09-30 | $165,432 | 20,705 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $740,767 | 88,821 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $489,351 | 80,618 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $71,086 | 14,567 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||