Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,936,854
+$548,587 QoQ
Shares Held
219,568
+2.9% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#194
of 913 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Kestra Advisory Services, LLC holds $198,884,474 across 17 Credit Services names. SOFI ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
301,198 | $103,338,021 | |
| 2 | MA |
Mastercard Inc
|
84,523 | $43,411,012 | |
| 3 | AXP |
American Express Co
|
81,908 | $27,705,381 | |
| 4 | COF |
Capital One Financial Corp
|
49,919 | $10,014,749 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
219,568 | $3,936,854 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
71,450 | $3,085,211 | |
| 7 | OPFI |
OppFi Inc.
|
189,253 | $1,879,282 | |
| 8 | UPST |
Upstart Holdings, Inc.
|
36,838 | $1,305,170 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,936,854 | 219,568 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,388,267 | 213,367 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,357,187 | 204,629 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $5,266,060 | 199,321 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,040,378 | 166,962 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,750,815 | 150,543 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,410,531 | 156,528 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $905,959 | 115,262 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $673,565 | 101,901 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $653,882 | 89,573 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $705,713 | 70,926 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $465,417 | 58,250 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $525,653 | 63,028 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $325,248 | 53,583 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $284,934 | 61,808 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $350,750 | 71,875 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $360,900 | 68,482 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $726,771 | 76,907 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $878,719 | 55,580 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $214,459 | 13,505 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $220,742 | 11,515 | Shares | Sole | 2022-07-26 | |
| No filing history on record for this holder in this stock. | ||||||