Clean Yield Group

Position in SOFI — SoFi Technologies, Inc.

CIK 1525865 NORWICH, VT

Position in SOFI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,837,305

+$274,189 QoQ

Shares Held

102,471

+4.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#269

of 913 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Clean Yield Group holds $3,691,648 across 6 Credit Services names. SOFI ranks #1 (49.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	102,471	$1,837,305
2	AXP	American Express Co	3,079	$1,041,471
3	MA	Mastercard Inc	1,098	$563,932
4	V	Visa Inc.	618	$212,029
5	PYPL	PayPal Holdings, Inc.	642	$27,721
6	ALLY	Ally Financial Inc.	200	$9,190

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,837,305	102,471	+4.1%	Shares	Sole	2026-08-05
2026-03-31	$1,563,116	98,433	+184.4%	Shares	Sole	2026-04-14
2025-12-31	$906,246	34,616	—	Shares	Sole	2026-01-26
No filing history on record for this holder in this stock.