Global Assets Advisory, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1942932 ORLANDO, FL

Position in SOFI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$210,229

+$92,320 QoQ

Shares Held

11,725

+57.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#612

of 912 holders

Holding Since

Mar 2025

3 quarters on record

Financial Services · as of Jun 30, 2026

Global Assets Advisory, LLC holds $3,537,727 across 5 Credit Services names. SOFI ranks #5 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	3,434	$1,178,171
2	AXP	American Express Co	2,790	$943,717
3	MA	Mastercard Inc	1,647	$845,899
4	COF	Capital One Financial Corp	1,793	$359,711
5	SOFI	SoFi Technologies, Inc. This page	11,725	$210,229

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$210,229	11,725	+57.9%	Shares	Sole	2026-07-27
2026-03-31	$117,909	7,425	-61.6%	Shares	Sole	2026-05-01
2025-03-31	$225,098	19,355	—	Shares	Sole	2025-04-23
No filing history on record for this holder in this stock.