Alliance Wealth Advisors, LLC /UT
Position in SOFI — SoFi Technologies, Inc.
CIK 1893261
Centerville, UT
Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,193,878
+$252,628 QoQ
Shares Held
122,358
+0.1% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#249
of 912 holders
Holding Since
Dec 2022
15 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, 2026Alliance Wealth Advisors, LLC /UT holds $6,583,303 across 5 Credit Services names. SOFI ranks #2 (33.3% of the industry book) .
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,193,878 | 122,358 | Shares | Other | 2026-07-23 | |
| 2026-03-31 | $1,941,250 | 122,245 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,202,311 | 122,319 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $3,228,365 | 122,194 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,224,406 | 122,153 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,419,883 | 122,088 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,884,775 | 122,388 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $957,976 | 121,880 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $805,626 | 121,880 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $889,724 | 121,880 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,212,706 | 121,880 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $973,821 | 121,880 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $1,016,020 | 121,825 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $739,477 | 121,825 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $561,613 | 121,825 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||