Soltis Investment Advisors LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1802530
ST. GEORGE, UT
Position in SOFI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$959,111
-$135,370 QoQ
Shares Held
53,492
-22.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#355
of 918 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 56%
Shared 0%
None 44%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Jun 30, 2026CallValue
$138,061
CallShares
7,700
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, 2026Soltis Investment Advisors LLC holds $13,122,009 across 7 Credit Services names. SOFI ranks #5 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
19,297 | $6,620,607 | |
| 2 | MA |
Mastercard Inc
|
3,408 | $1,750,348 | |
| 3 | COF |
Capital One Financial Corp
|
7,632 | $1,531,131 | |
| 4 | AXP |
American Express Co
|
4,008 | $1,355,706 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
53,492 | $959,111 | |
| 6 | MFIN |
Medallion Financial Corp
|
45,767 | $467,281 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
7,181 | $437,825 |
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $138,061 | 7,700 | Call | Sole | 2026-07-31 | |
| 2026-06-30 | $959,111 | 53,492 | Shares | Sole | 2026-07-31 | |
| 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. | ||||||