Position in SOFI
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,075
+$266 QoQ
Shares Held
60
+17.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#866
of 913 holders
Holding Since
Mar 2025
5 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, 2026Physician Wealth Advisors, Inc. holds $2,336,156 across 24 Credit Services names. SOFI ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,667 | $915,021 | |
| 2 | MA |
Mastercard Inc
|
1,336 | $686,169 | |
| 3 | AXP |
American Express Co
|
1,479 | $500,271 | |
| 4 | SYF |
Synchrony Financial
|
1,505 | $114,455 | |
| 5 | COF |
Capital One Financial Corp
|
182 | $36,512 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
591 | $25,519 | |
| 7 | ENVA |
Enova International, Inc.
|
88 | $21,184 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
95 | $7,747 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,075 | 60 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $809 | 51 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,544 | 59 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,558 | 59 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $1,244 | 107 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||