Focus Partners Advisor Solutions, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1868872
SAINT LOUIS, MO
Position in SOFI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$214,888
-$396,833 QoQ
Shares Held
13,532
-42.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Focus Partners Advisor Solutions, LLC holds $29,140,370 across 9 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
42,614 | $14,620,437 | |
| 2 | MA |
Mastercard Inc
|
12,935 | $6,643,416 | |
| 3 | COF |
Capital One Financial Corp
|
16,021 | $3,214,133 | |
| 4 | AXP |
American Express Co
|
5,429 | $1,836,359 | |
| 5 | OMF |
OneMain Holdings, Inc.
|
17,143 | $1,045,208 | |
| 6 | ALLY |
Ally Financial Inc.
|
14,101 | $647,940 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
12,180 | $525,932 | |
| 8 | ENVA |
Enova International, Inc.
|
1,664 | $400,574 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $214,888 | 13,532 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $611,721 | 23,366 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $605,044 | 22,901 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $340,089 | 18,676 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $281,736 | 24,225 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $316,593 | 20,558 | Shares | Other | 2025-02-18 | |
| 2024-09-30 | $138,697 | 17,646 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $110,254 | 16,680 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $128,888 | 17,656 | Shares | Other | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||