Medallion Wealth Advisors, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2131139
FARMINGTON, CT
Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,078
+$695 QoQ
Shares Held
339
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#801
of 912 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $742,983 across 11 Credit Services names. SOFI ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COF |
Capital One Financial Corp
|
1,166 | $233,922 | |
| 2 | V |
Visa Inc.
|
474 | $162,624 | |
| 3 | AXP |
American Express Co
|
474 | $160,330 | |
| 4 | MA |
Mastercard Inc
|
250 | $128,400 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
683 | $29,491 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
163 | $9,938 | |
| 7 | SYF |
Synchrony Financial
|
102 | $7,757 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
339 | $6,078 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,078 | 339 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,383 | 339 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $8,875 | 339 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $8,956 | 339 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $6,173 | 339 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $3,942 | 339 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $5,220 | 339 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||