United Advisor Group, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2004873 CINCINNATI, OH

Back to SOFI Full portfolio

Position in SOFI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$186,185

+$25,226 QoQ

Shares Held

10,384

+2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#645

of 912 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Jun 30, 2026

CallValue

$10,758

CallShares

600

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

United Advisor Group, LLC holds $4,529,536 across 4 Credit Services names. SOFI ranks #4 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	9,143	$3,136,871
2	MA	Mastercard Inc	1,546	$794,025
3	PYPL	PayPal Holdings, Inc.	9,552	$412,455
4	SOFI	SoFi Technologies, Inc. This page	10,384	$186,185

All Filings in SOFI

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4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,185	10,384	+2.4%	Shares	Sole	2026-07-29
2026-06-30	$10,758	600	0.0%	Call	Sole	2026-07-29
2026-03-31	$160,959	10,136	—	Shares	Sole	2026-04-17
2026-03-31	$9,528	600	—	Call	Sole	2026-04-17
No filing history on record for this holder in this stock.