Orion Porfolio Solutions, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1360533 OMAHA, NE

Position in SOFI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,310,718

-$963,355 QoQ

Shares Held

82,539

-5.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Financial Services · as of Mar 31, 2026

Orion Porfolio Solutions, LLC holds $103,289,081 across 14 Credit Services names. SOFI ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	123,729	$37,395,852
2	MA	Mastercard Inc	61,336	$30,647,145
3	AXP	American Express Co	68,198	$20,628,531
4	COF	Capital One Financial Corp	29,506	$5,382,779
5	WU	Western Union CO	198,441	$1,732,389
6	ALLY	Ally Financial Inc.	44,009	$1,726,473
7	SYF	Synchrony Financial	22,339	$1,519,498
8	SOFI	SoFi Technologies, Inc. This page	82,539	$1,310,718

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,310,718	82,539	-5.0%	Shares	Sole	2026-05-13
2025-12-31	$2,274,073	86,863	+156.2%	Shares	Sole	2026-02-12
2025-09-30	$895,822	33,907	+33.3%	Shares	Sole	2025-11-12
2025-06-30	$463,080	25,430	-34.8%	Shares	Sole	2025-08-27
2025-03-31	$453,383	38,984	+9.8%	Shares	Sole	2025-08-01
2024-12-31	$546,592	35,493	+64.4%	Shares	Sole	2025-08-01
2024-09-30	$169,658	21,585	-11.4%	Shares	Sole	2025-07-31
2024-06-30	$161,098	24,372	+14.4%	Shares	Sole	2025-07-31
2024-03-31	$155,468	21,297	+1.2%	Shares	Sole	2025-07-31
2023-12-31	$209,298	21,035	-1.6%	Shares	Sole	2025-07-31
2023-09-30	$170,778	21,374	+0.5%	Shares	Sole	2025-07-31
2023-06-30	$177,341	21,264	+0.9%	Shares	Sole	2025-07-31
2023-03-31	$127,925	21,075	—	Shares	Sole	2025-07-31
No filing history on record for this holder in this stock.