Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$304,630
-$57,846 QoQ
Shares Held
16,990
-25.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#537
of 918 holders
Holding Since
Sep 2025
4 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $13,950,186 across 8 Credit Services names. SOFI ranks #5 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
18,319 | $6,285,065 | |
| 2 | MA |
Mastercard Inc
|
7,172 | $3,683,539 | |
| 3 | COF |
Capital One Financial Corp
|
9,277 | $1,861,151 | |
| 4 | AXP |
American Express Co
|
3,876 | $1,311,057 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
16,990 | $304,630 | |
| 6 | ENVA |
Enova International, Inc.
|
1,010 | $243,137 | |
| 7 | AGM |
Federal Agricultural Mortgage Corp
|
1,015 | $202,259 | |
| 8 | FINV |
FinVolution Group
|
12,390 | $59,348 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,630 | 16,990 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $362,476 | 22,826 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $527,867 | 20,163 | 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. | ||||||