FAS Wealth Partners, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1596957 LEAWOOD, KS

Position in SOFI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$260,881

+$32,765 QoQ

Shares Held

14,550

+1.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#569

of 912 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FAS Wealth Partners, Inc. holds $6,913,909 across 5 Credit Services names. SOFI ranks #4 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	16,219	$5,564,576
2	MA	Mastercard Inc	1,064	$546,470
3	COF	Capital One Financial Corp	1,464	$293,707
4	SOFI	SoFi Technologies, Inc. This page	14,550	$260,881
5	AXP	American Express Co	734	$248,275

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,881	14,550	+1.3%	Shares	Sole	2026-07-29
2026-03-31	$228,116	14,365	0.0%	Shares	Sole	2026-06-10
2025-12-31	$376,075	14,365	0.0%	Shares	Sole	2026-02-18
2025-09-30	$379,523	14,365	-3.1%	Shares	Sole	2025-10-29
2025-06-30	$269,872	14,820	0.0%	Shares	Sole	2025-08-14
2025-03-31	$172,356	14,820	-6.3%	Shares	Sole	2025-05-05
2024-12-31	$243,628	15,820	-1.9%	Shares	Sole	2025-02-14
2024-09-30	$126,703	16,120	-4.2%	Shares	Sole	2024-10-17
2024-06-30	$111,180	16,820	0.0%	Shares	Sole	2024-07-29
2024-03-31	$122,786	16,820	+6.3%	Shares	Sole	2024-04-29
2023-12-31	$157,409	15,820	+4.3%	Shares	Sole	2024-01-23
2023-09-30	$121,168	15,165	-11.7%	Shares	Sole	2023-10-23
2023-06-30	$143,156	17,165	+40.0%	Shares	Sole	2023-08-08
2023-03-31	$74,448	12,265	+4.8%	Shares	Sole	2023-05-11
2022-12-31	$53,937	11,700	0.0%	Shares	Sole	2023-02-01
2022-09-30	$57,096	11,700	—	Shares	Sole	2022-10-20
No filing history on record for this holder in this stock.