WESTCO ADVISORY SERVICES INC /ADV
Position in SOFI — SoFi Technologies, Inc.
CIK 946310
LYNBROOK, NY
Position in SOFI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$238,501
-$175,640 QoQ
Shares Held
15,019
-5.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WESTCO ADVISORY SERVICES INC /ADV holds $2,086,673 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,082 | $2,086,673 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $238,501 | 15,019 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $414,141 | 15,819 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||