KINGSWOOD WEALTH ADVISORS, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1987855 SAN DIEGO, CA

Position in SOFI

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$362,476

-$165,391 QoQ

Shares Held

22,826

+13.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $11,963,340 across 6 Credit Services names. SOFI ranks #5 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,924	$5,417,349
2	MA	Mastercard Inc	7,104	$3,549,584
3	COF	Capital One Financial Corp	7,949	$1,450,136
4	AXP	American Express Co	3,650	$1,104,052
5	SOFI	SoFi Technologies, Inc. This page	22,826	$362,476
6	FINV	FinVolution Group	16,648	$79,743

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$362,476	22,826	+13.2%	Shares	Sole	2026-04-28
2025-12-31	$527,867	20,163	+142.5%	Shares	Sole	2026-01-28
2025-09-30	$219,682	8,315	—	Shares	Sole	2025-10-23
No filing history on record for this holder in this stock.