Position in SOFI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$108,817
+$22,526 QoQ
Shares Held
6,069
+11.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#671
of 913 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026SOA Wealth Advisors, LLC. holds $6,384,025 across 9 Credit Services names. SOFI ranks #4 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
9,287 | $3,186,276 | |
| 2 | AXP |
American Express Co
|
8,468 | $2,864,301 | |
| 3 | MA |
Mastercard Inc
|
296 | $152,025 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
6,069 | $108,817 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
827 | $35,709 | |
| 6 | COF |
Capital One Financial Corp
|
139 | $27,886 | |
| 7 | KLAR |
Klarna Group plc
|
250 | $5,060 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
41 | $3,343 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,817 | 6,069 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $86,291 | 5,434 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $137,026 | 5,234 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $135,640 | 5,134 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $93,490 | 5,134 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $59,708 | 5,134 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $86,763 | 5,634 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $33,279 | 4,234 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $29,308 | 4,434 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $32,944 | 4,513 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $27,860 | 2,800 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $22,531 | 2,820 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $24,186 | 2,900 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $17,238 | 2,840 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $13,922 | 3,020 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $14,298 | 2,930 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $13,280 | 2,520 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $30,240 | 3,200 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $23,715 | 1,500 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $30,966 | 1,950 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $38,340 | 2,000 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||