Jaffetilchin Investment Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1404652 TAMPA, FL

Position in SOFI

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

Position Value

$238,422

-$1,154,013 QoQ

Shares Held

15,014

-71.8% QoQ

Ownership

0.001%

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 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Jaffetilchin Investment Partners, LLC holds $13,964,756 across 5 Credit Services names. SOFI ranks #5 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	21,684	$6,553,772
2	MA	Mastercard Inc	10,533	$5,262,918
3	SYF	Synchrony Financial	21,560	$1,466,511
4	AXP	American Express Co	1,465	$443,133
5	SOFI	SoFi Technologies, Inc. This page	15,014	$238,422

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$238,422	15,014	-71.8%	Shares	Sole	2026-05-13
2025-12-31	$1,392,435	53,187	-18.9%	Shares	Sole	2026-01-15
2025-09-30	$1,733,099	65,598	-4.8%	Shares	Sole	2025-11-13
2025-06-30	$1,255,379	68,939	-12.4%	Shares	Sole	2025-08-12
2025-03-31	$915,595	78,727	+0.5%	Shares	Sole	2025-04-24
2024-12-31	$1,206,128	78,320	+37.3%	Shares	Sole	2025-02-13
2024-09-30	$448,200	57,023	+57.3%	Shares	Sole	2024-11-04
2024-06-30	$239,665	36,258	-11.0%	Shares	Sole	2024-07-30
2024-03-31	$297,299	40,726	-43.4%	Shares	Sole	2024-05-16
2023-12-31	$716,002	71,960	+43.2%	Shares	Sole	2024-02-13
2023-09-30	$401,529	50,254	-16.4%	Shares	Sole	2023-11-13
2023-06-30	$501,042	60,077	-11.8%	Shares	Sole	2023-08-15
2023-03-31	$413,233	68,078	—	Shares	Sole	2023-05-11
No filing history on record for this holder in this stock.