Farther Finance Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1992825 SAN FRANCISCO, CA

Position in SOFI

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$425,218

-$528,912 QoQ

Shares Held

26,777

-26.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

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

Financial Services · as of Mar 31, 2026

Farther Finance Advisors, LLC holds $55,825,904 across 39 Credit Services names. SOFI ranks #7 (0.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	92,013	$27,810,009
2	MA	Mastercard Inc	32,606	$16,291,913
3	AXP	American Express Co	16,663	$5,040,224
4	COF	Capital One Financial Corp	17,385	$3,171,545
5	PYPL	PayPal Holdings, Inc.	20,992	$949,468
6	SYF	Synchrony Financial	10,138	$689,586
7	SOFI	SoFi Technologies, Inc. This page	26,777	$425,218
8	OMF	OneMain Holdings, Inc.	6,330	$338,591

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$425,218	26,777	-26.5%	Shares	Sole	2026-04-07
2025-12-31	$954,130	36,445	+57.3%	Shares	Sole	2026-01-23
2025-09-30	$612,124	23,169	+115.1%	Shares	Sole	2025-10-14
2025-06-30	$196,139	10,771	+147.7%	Shares	Sole	2025-07-11
2025-03-31	$50,567	4,348	+73.3%	Shares	Sole	2025-04-14
2024-12-31	$38,638	2,509	+0.1%	Shares	Sole	2025-02-10
2024-09-30	$19,697	2,506	+17.3%	Shares	Sole	2024-10-29
2024-06-30	$14,118	2,136	+106.0%	Shares	Sole	2024-07-31
2024-03-31	$7,570	1,037	+60.0%	Shares	Sole	2024-05-14
2023-12-31	$6,447	648	+106.4%	Shares	Sole	2024-02-15
2023-09-30	$2,508	314	+136.1%	Shares	Sole	2023-11-14
2023-06-30	$1,109	133	+33.0%	Shares	Sole	2024-05-14
2023-03-31	$607	100	+92.3%	Shares	Sole	2024-05-14
2022-12-31	$239	52	—	Shares	Sole	2023-09-12
No filing history on record for this holder in this stock.