FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

Position in SOFI — SoFi Technologies, Inc.

CIK 1342396 TOWSON, MD

Position in SOFI

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$403,622

+$62,568 QoQ

Shares Held

22,511

+4.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#478

of 913 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FOUNDERS FINANCIAL SECURITIES LLC holds $8,625,489 across 5 Credit Services names. SOFI ranks #5 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	15,190	$5,211,537
2	COF	Capital One Financial Corp	7,887	$1,582,289
3	AXP	American Express Co	2,790	$943,717
4	MA	Mastercard Inc	943	$484,324
5	SOFI	SoFi Technologies, Inc. This page	22,511	$403,622

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$403,622	22,511	+4.8%	Shares	Defined	2026-07-31
2026-03-31	$341,054	21,477	-1.5%	Shares	Defined	2026-04-17
2025-12-31	$570,959	21,809	+1.6%	Shares	Sole	2026-02-10
2025-09-30	$567,210	21,469	-4.9%	Shares	Sole	2025-10-15
2025-06-30	$411,036	22,572	+1.3%	Shares	Sole	2025-08-06
2025-03-31	$259,023	22,272	-19.8%	Shares	Sole	2025-05-12
2024-12-31	$427,688	27,772	-2.8%	Shares	Sole	2025-02-10
2024-09-30	$224,481	28,560	+5.5%	Shares	Sole	2024-11-12
2024-06-30	$178,866	27,060	+8.0%	Shares	Sole	2024-08-02
2024-03-31	$182,938	25,060	0.0%	Shares	Sole	2024-04-17
2023-12-31	$249,347	25,060	+13.9%	Shares	Sole	2024-02-06
2023-09-30	$175,780	22,000	-4.3%	Shares	Sole	2023-10-17
2023-06-30	$191,820	23,000	0.0%	Shares	Sole	2023-08-11
2023-03-31	$139,610	23,000	+4.5%	Shares	Sole	2023-05-04
2022-12-31	$101,420	22,000	+91.3%	Shares	Sole	2023-02-08
2022-09-30	$56,120	11,500	—	Shares	Sole	2022-10-27
No filing history on record for this holder in this stock.