Worth Financial Advisory Group, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1964358
CHARLOTTE, NC
Position in SOFI
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$220,090
-$138,706 QoQ
Shares Held
12,275
-10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#604
of 912 holders
Holding Since
Dec 2022
14 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, 2026Worth Financial Advisory Group, LLC holds $2,403,325 across 4 Credit Services names. SOFI ranks #3 (9.2% of the industry book) .
All Filings in SOFI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,090 | 12,275 | Shares | Sole | 2026-07-31 | |
| 2025-12-31 | $358,796 | 13,705 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $357,330 | 13,525 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $247,656 | 13,600 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $158,284 | 13,610 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $209,594 | 13,610 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $108,153 | 13,760 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $88,640 | 13,410 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $97,893 | 13,410 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $131,937 | 13,260 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $110,142 | 13,785 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $112,881 | 13,535 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $83,067 | 13,685 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $63,087 | 13,685 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||