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Livermore
Livermore
ZHEN

Kovack Advisors, Inc.

SEC CIK
0001728321
Latest filing
Jul 28, 2026

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Kovack Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overviewAll 13F holders of SOFIFull Q2 2026 holdings

Shares (Q2 2026)
88,436
Value
$1.63M
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of SOFI by Kovack Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202688,436$1.63M0.1%+1,360+1.6%AddedHolders
Q1 202687,076$1.36M0.1%+2,924+3.5%AddedHolders
Q4 202584,152$2.20M0.1%−5,525−6.2%ReducedHolders
Q3 202589,677$2.37M0.2%+3,556+4.1%AddedHolders
Q2 202586,121$1.57M0.2%+9,061+11.8%AddedHolders
Q1 202577,060$896.2K0.1%+11,423+17.4%AddedHolders
Q4 202465,637$1.01M0.1%−14,903−18.5%ReducedHolders
Q3 202480,540$633.0K0.1%−54,479−40.3%ReducedHolders
Q2 2024135,019$892.5K0.1%+9,704+7.7%AddedHolders
Q1 2024125,315$914.8K0.1%+7,502+6.4%AddedHolders
Q4 2023117,813$1.17M0.1%+17,256+17.2%AddedHolders
Q3 2023100,557$803.5K0.1%+3,430+3.5%AddedHolders
Q2 202397,127$810.0K0.1%+1,863+2.0%AddedHolders
Q1 202395,264$578.3K0.1%+11,383+13.6%AddedHolders
Q4 202283,881$386.7K0.1%+36,360+76.5%AddedHolders
Q3 202247,521$232.0K<0.1%+25,246+113.3%AddedHolders
Q2 202222,275$117.0K<0.1%−3,715−14.3%ReducedHolders
Q1 202225,990$245.0K<0.1%+5,199+25.0%AddedHolders
Q4 202120,791$329.0K<0.1%+1,909+10.1%AddedHolders
Q3 202118,882$300.0K<0.1%+2,951+18.5%AddedHolders
Q2 202115,931$305.0K<0.1%+15,931NewHolders