OXFORD FINANCIAL GROUP, LTD. LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1245862 INDIANAPOLIS, IN

Position in SOFI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$287,238

+$33,158 QoQ

Shares Held

16,020

+0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#547

of 912 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $2,862,930 across 4 Credit Services names. SOFI ranks #4 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	3,446	$1,769,865
2	V	Visa Inc.	1,352	$463,857
3	AXP	American Express Co	1,011	$341,970
4	SOFI	SoFi Technologies, Inc. This page	16,020	$287,238

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$287,238	16,020	+0.1%	Shares	Sole	2026-08-11
2026-03-31	$254,080	16,000	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.