Key Client Fiduciary Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1912612
Fairfield, NJ
Position in SOFI
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$255,036
+$37,306 QoQ
Shares Held
14,224
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#577
of 913 holders
Holding Since
Dec 2024
7 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, 2026Key Client Fiduciary Advisors, LLC holds $1,264,406 across 2 Credit Services names. SOFI ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,942 | $1,009,370 | |
| 2 | SOFI |
SoFi Technologies, Inc.
This page
|
14,224 | $255,036 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,036 | 14,224 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $217,730 | 13,711 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $397,098 | 15,168 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $372,548 | 14,101 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $249,149 | 13,682 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $163,889 | 14,092 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $194,763 | 12,647 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||