Focus Partners Wealth

Position in SOFI — SoFi Technologies, Inc.

CIK 1542153 ST LOUIS, MO

Position in SOFI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$4,083,430

-$2,947,601 QoQ

Shares Held

257,143

-4.3% QoQ

Ownership

0.020%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 76.76469318665326.ToString("F0")% Shared 0.ToString("F0")% None 23.235306813346735.ToString("F0")%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,085,039,650 across 17 Credit Services names. SOFI ranks #8 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,940,415	$586,471,029
2	MA	Mastercard Inc	665,028	$332,287,890
3	AXP	American Express Co	256,862	$77,695,617
4	COF	Capital One Financial Corp	223,671	$40,804,300
5	PYPL	PayPal Holdings, Inc.	387,513	$17,527,212
6	WU	Western Union CO	1,364,400	$11,911,212
7	SYF	Synchrony Financial	95,076	$6,467,069
8	SOFI	SoFi Technologies, Inc. This page	257,143	$4,083,430

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,083,430	257,143	-4.3%	Shares	Sole	2026-05-15
2025-12-31	$7,031,031	268,565	-10.4%	Shares	Sole	2026-02-13
2025-09-30	$7,922,538	299,869	-5.2%	Shares	Sole	2025-11-14
2025-06-30	$5,760,915	316,360	+0.6%	Shares	Sole	2025-08-14
2025-03-31	$3,655,797	314,342	+4.3%	Shares	Sole	2025-05-20
2024-12-31	$4,643,269	301,511	+11.7%	Shares	Sole	2025-05-29
2024-09-30	$2,121,885	269,960	+135.0%	Shares	Sole	2024-11-14
2024-06-30	$759,455	114,895	-4.6%	Shares	Sole	2024-08-15
2024-03-31	$879,014	120,413	+0.3%	Shares	Sole	2024-05-16
2023-12-31	$1,195,054	120,106	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.