Visionary Wealth Advisors

Position in SOFI — SoFi Technologies, Inc.

CIK 1802984 O'FALLON, IL

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$284,531

+$58,448 QoQ

Shares Held

15,869

+11.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#550

of 913 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Visionary Wealth Advisors holds $7,866,544 across 5 Credit Services names. SOFI ranks #5 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,093	$3,805,897
2	MA	Mastercard Inc	5,123	$2,631,172
3	AXP	American Express Co	2,137	$722,840
4	COF	Capital One Financial Corp	2,104	$422,104
5	SOFI	SoFi Technologies, Inc. This page	15,869	$284,531

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$284,531	15,869	+11.5%	Shares	Sole	2026-08-13
2026-03-31	$226,083	14,237	+13.3%	Shares	Sole	2026-05-13
2025-12-31	$328,873	12,562	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$333,869	12,637	+1.3%	Shares	Sole	2025-11-13
2025-06-30	$227,060	12,469	+14.9%	Shares	Sole	2025-08-14
2025-03-31	$126,220	10,853	-0.4%	Shares	Sole	2025-05-14
2024-12-31	$167,798	10,896	-23.7%	Shares	Sole	2025-02-14
2024-09-30	$112,209	14,276	+0.2%	Shares	Sole	2024-11-12
2024-06-30	$94,166	14,246	+1.9%	Shares	Sole	2024-08-13
2024-03-31	$102,083	13,984	-9.7%	Shares	Sole	2024-05-15
2023-12-31	$154,065	15,484	-1.5%	Shares	Sole	2024-02-14
2023-09-30	$125,618	15,722	-13.2%	Shares	Sole	2023-11-13
2023-06-30	$150,979	18,103	+1.7%	Shares	Sole	2023-08-11
2023-03-31	$108,046	17,800	0.0%	Shares	Sole	2023-05-15
2022-12-31	$82,058	17,800	-11.2%	Shares	Sole	2023-02-14
2022-09-30	$97,844	20,050	+1.0%	Shares	Sole	2022-11-14
2022-06-30	$104,625	19,853	+16.4%	Shares	Sole	2022-08-12
2022-03-31	$161,150	17,053	+50.1%	Shares	Sole	2022-05-12
2021-12-31	$179,569	11,358	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.