HOWLAND CAPITAL MANAGEMENT LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1079112 BOSTON, MA

Position in SOFI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$956,511

+$109,361 QoQ

Shares Held

53,347

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#354

of 912 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HOWLAND CAPITAL MANAGEMENT LLC holds $66,368,016 across 4 Credit Services names. SOFI ranks #3 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	177,386	$60,859,362
2	MA	Mastercard Inc	7,386	$3,793,449
3	SOFI	SoFi Technologies, Inc. This page	53,347	$956,511
4	AXP	American Express Co	2,243	$758,694

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$956,511	53,347	0.0%	Shares	Sole	2026-07-13
2026-03-31	$847,150	53,347	-3.3%	Shares	Sole	2026-04-14
2025-12-31	$1,443,748	55,147	+3.4%	Shares	Sole	2026-02-13
2025-09-30	$1,409,427	53,347	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.