Farther Finance Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1992825
SAN FRANCISCO, CA
Position in SOFI
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$584,446
+$159,228 QoQ
Shares Held
32,596
+21.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 913 holders
Holding Since
Dec 2022
15 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, 2026Farther Finance Advisors, LLC holds $65,218,123 across 40 Credit Services names. SOFI ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
95,097 | $32,626,829 | |
| 2 | MA |
Mastercard Inc
|
34,560 | $17,750,016 | |
| 3 | AXP |
American Express Co
|
18,655 | $6,310,053 | |
| 4 | COF |
Capital One Financial Corp
|
20,084 | $4,029,252 | |
| 5 | SYF |
Synchrony Financial
|
10,323 | $785,064 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
15,809 | $682,632 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
10,008 | $610,187 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
32,596 | $584,446 |
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,446 | 32,596 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $425,218 | 26,777 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $954,130 | 36,445 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $612,124 | 23,169 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $196,139 | 10,771 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $50,567 | 4,348 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $38,638 | 2,509 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $19,697 | 2,506 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $14,118 | 2,136 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $7,570 | 1,037 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $6,447 | 648 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $2,508 | 314 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,109 | 133 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $607 | 100 | 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. | ||||||