Provenance Wealth Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2081584
FORT LAUDERDALE, FL
Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$35,860
+$4,100 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#705
of 913 holders
Holding Since
Mar 2024
10 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, 2026Provenance Wealth Advisors, LLC holds $2,365,101 across 6 Credit Services names. SOFI ranks #5 (1.5% of the industry book) .
All Filings in SOFI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,860 | 2,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $31,760 | 2,000 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $52,360 | 2,000 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $52,840 | 2,000 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $36,420 | 2,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $23,260 | 2,000 | Shares | Sole | 2025-08-15 | |
| 2024-12-31 | $30,800 | 2,000 | Shares | Sole | 2025-08-15 | |
| 2024-09-30 | $15,720 | 2,000 | Shares | Sole | 2025-08-15 | |
| 2024-06-30 | $13,220 | 2,000 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $14,600 | 2,000 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||