PRINCIPAL SECURITIES, INC.

Broker-Dealer

Position in SOFI — SoFi Technologies, Inc.

CIK 12600 DES MOINES, IA

Position in SOFI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$363,943

+$66,845 QoQ

Shares Held

20,298

+8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#503

of 912 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PRINCIPAL SECURITIES, INC. holds $64,705,062 across 10 Credit Services names. SOFI ranks #7 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	87,371	$29,976,116
2	MA	Mastercard Inc	35,578	$18,272,860
3	AXP	American Express Co	25,634	$8,670,700
4	COF	Capital One Financial Corp	26,978	$5,412,326
5	SYF	Synchrony Financial	10,291	$782,630
6	PYPL	PayPal Holdings, Inc.	10,219	$441,256
7	SOFI	SoFi Technologies, Inc. This page	20,298	$363,943
8	OMF	OneMain Holdings, Inc.	5,897	$359,540

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,943	20,298	+8.5%	Shares	Sole	2026-08-04
2026-03-31	$297,098	18,709	+9.9%	Shares	Sole	2026-05-13
2025-12-31	$445,793	17,028	+8.3%	Shares	Sole	2026-02-12
2025-09-30	$415,401	15,723	+12.0%	Shares	Sole	2025-11-12
2025-06-30	$255,704	14,042	+63.5%	Shares	Sole	2025-08-11
2025-03-31	$99,866	8,587	0.0%	Shares	Sole	2025-04-30
2024-12-31	$132,239	8,587	+4.9%	Shares	Sole	2025-01-30
2024-09-30	$64,349	8,187	+134.7%	Shares	Sole	2024-10-28
2024-06-30	$23,062	3,489	-15.9%	Shares	Sole	2024-07-31
2024-03-31	$30,295	4,150	+116.6%	Shares	Sole	2024-05-10
2023-12-31	$19,064	1,916	—	Shares	Sole	2024-05-10
No filing history on record for this holder in this stock.