Dynamic Advisor Solutions LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1599747 PHOENIX, AZ

Position in SOFI

as of Mar 31, 2026 · filed Apr 8, 2026 Compact

Position Value

$341,277

-$171,458 QoQ

Shares Held

21,491

+9.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $25,487,301 across 5 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	34,476	$11,828,370
2	AXP	American Express Co	18,210	$6,159,532
3	MA	Mastercard Inc	10,207	$5,242,315
4	COF	Capital One Financial Corp	10,234	$2,053,145
5	PYPL	PayPal Holdings, Inc.	4,723	$203,939

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$341,277	21,491	+9.7%	Shares	Sole	2026-04-08
2025-12-31	$512,735	19,585	+31.6%	Shares	Sole	2026-01-09
2025-09-30	$393,261	14,885	-15.2%	Shares	Sole	2025-10-09
2025-06-30	$319,494	17,545	+17.3%	Shares	Sole	2025-07-09
2025-03-31	$173,973	14,959	-54.5%	Shares	Sole	2025-04-17
2024-09-30	$258,397	32,875	-2.7%	Shares	Sole	2024-10-07
2024-06-30	$223,226	33,771	+8.0%	Shares	Sole	2024-07-15
2024-03-31	$228,314	31,276	+50.5%	Shares	Sole	2024-04-12
2023-12-31	$206,721	20,776	-7.8%	Shares	Sole	2024-01-10
2023-09-30	$180,110	22,542	+24.9%	Shares	Sole	2023-10-11
2023-06-30	$150,545	18,051	+41.6%	Shares	Sole	2023-08-03
2021-09-30	$202,406	12,746	—	Shares	Sole	2021-10-28
No filing history on record for this holder in this stock.