NWF Advisory Services Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 2045735 Los Angeles, CA

Position in SOFI

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

Position Value

$265,812

-$41,281 QoQ

Shares Held

14,825

-12.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#563

of 913 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NWF Advisory Services Inc. holds $27,689,249 across 4 Credit Services names. SOFI ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	38,771	$13,301,942
2	AXP	American Express Co	37,731	$12,762,510
3	MA	Mastercard Inc	2,646	$1,358,985
4	SOFI	SoFi Technologies, Inc. This page	14,825	$265,812

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$265,812	14,825	-12.1%	Shares	Sole	2026-07-29
2025-06-30	$307,093	16,864	-6.8%	Shares	Sole	2025-09-09
2025-03-31	$210,503	18,100	-6.8%	Shares	Sole	2025-08-12
2024-09-30	$152,578	19,412	0.0%	Shares	Sole	2025-10-06
2024-06-30	$128,313	19,412	0.0%	Shares	Sole	2025-10-06
2024-03-31	$141,707	19,412	0.0%	Shares	Sole	2025-10-06
2023-12-31	$193,149	19,412	+3.9%	Shares	Sole	2025-12-08
2023-09-30	$149,237	18,678	0.0%	Shares	Sole	2025-12-08
2023-06-30	$155,774	18,678	0.0%	Shares	Sole	2025-12-08
2023-03-31	$113,375	18,678	—	Shares	Sole	2025-12-08
No filing history on record for this holder in this stock.