Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,036,614
+$871,499 QoQ
Shares Held
113,587
+54.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#259
of 918 holders
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Mar 31, 2022CallValue
$330,750
CallShares
35,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026Arkadios Wealth Advisors holds $50,091,237 across 9 Credit Services names. SOFI ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
60,859 | $20,880,113 | |
| 2 | MA |
Mastercard Inc
|
17,897 | $9,191,898 | |
| 3 | AXP |
American Express Co
|
19,960 | $6,751,469 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
149,424 | $6,452,127 | |
| 5 | COF |
Capital One Financial Corp
|
17,772 | $3,565,418 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
113,587 | $2,036,614 | |
| 7 | SYF |
Synchrony Financial
|
6,219 | $472,954 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
7,191 | $438,434 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,036,614 | 113,587 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,165,115 | 73,370 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,643,658 | 62,783 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,612,728 | 61,042 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,174,963 | 64,523 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $737,387 | 63,404 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $959,604 | 62,312 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $475,773 | 60,531 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $358,433 | 54,226 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $362,423 | 49,647 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $482,982 | 48,541 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $386,364 | 48,356 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $373,890 | 44,831 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $278,364 | 45,859 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $151,908 | 32,952 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $214,485 | 43,952 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $165,103 | 31,329 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $72,490 | 7,671 | Shares | Sole | 2022-05-02 | |
| 2022-03-31 | $330,750 | 35,000 | Call | Sole | 2022-05-02 | |
| 2021-09-30 | $7,209 | 454 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $4,792 | 250 | Shares | Sole | 2021-07-28 | |
| No filing history on record for this holder in this stock. | ||||||