Soltis Investment Advisors LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1802530
ST. GEORGE, UT
Position in SOFI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,094,481
-$588,447 QoQ
Shares Held
68,922
+7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 44.92469748411247.ToString("F0")%
Shared 0.ToString("F0")%
None 55.07530251588753.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Soltis Investment Advisors LLC holds $10,536,026 across 8 Credit Services names. SOFI ranks #5 (10.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
13,664 | $4,129,807 | |
| 2 | MA |
Mastercard Inc
|
3,746 | $1,871,726 | |
| 3 | AXP |
American Express Co
|
4,262 | $1,289,169 | |
| 4 | COF |
Capital One Financial Corp
|
7,008 | $1,278,469 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
68,922 | $1,094,481 | |
| 6 | MFIN |
Medallion Financial Corp
|
51,767 | $443,125 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
4,780 | $216,199 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
3,983 | $213,050 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,094,481 | 68,922 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,682,928 | 64,283 | Shares | Sole | 2026-04-02 | |
| 2025-09-30 | $1,702,108 | 64,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $517,819 | 28,436 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $324,884 | 27,935 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $675,752 | 43,880 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $913,740 | 116,252 | Shares | Sole | 2025-01-03 | |
| 2024-06-30 | $772,233 | 116,828 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $295,124 | 40,428 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $345,414 | 34,715 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $277,372 | 34,715 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $305,886 | 36,677 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $222,629 | 36,677 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $169,541 | 36,777 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $179,471 | 36,777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $153,704 | 29,166 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||