Archford Capital Strategies, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1606609 SWANSEA, IL

Position in SOFI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$474,248

+$55,255 QoQ

Shares Held

26,450

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#451

of 912 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Archford Capital Strategies, LLC holds $26,938,572 across 4 Credit Services names. SOFI ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	51,737	$17,750,447
2	MA	Mastercard Inc	10,692	$5,491,411
3	SYF	Synchrony Financial	42,373	$3,222,466
4	SOFI	SoFi Technologies, Inc. This page	26,450	$474,248

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$474,248	26,450	+0.2%	Shares	Sole	2026-07-17
2026-03-31	$418,993	26,385	-0.1%	Shares	Sole	2026-04-15
2025-12-31	$691,204	26,402	-15.9%	Shares	Sole	2026-01-15
2025-09-30	$829,640	31,402	+0.1%	Shares	Sole	2025-10-17
2025-06-30	$571,229	31,369	-7.1%	Shares	Sole	2025-07-17
2025-03-31	$392,686	33,765	-0.0%	Shares	Sole	2025-04-23
2024-12-31	$520,042	33,769	+0.2%	Shares	Sole	2025-01-21
2024-09-30	$264,874	33,699	+0.2%	Shares	Sole	2024-10-15
2024-06-30	$222,373	33,642	0.0%	Shares	Sole	2024-07-17
2024-03-31	$245,586	33,642	+202.7%	Shares	Sole	2024-04-24
2022-09-30	$54,241	11,115	0.0%	Shares	Sole	2022-10-17
2022-06-30	$58,576	11,115	0.0%	Shares	Sole	2022-07-12
2022-03-31	$105,036	11,115	+0.8%	Shares	Sole	2022-04-18
2021-12-31	$174,384	11,030	0.0%	Shares	Sole	2022-01-20
2021-09-30	$175,156	11,030	—	Shares	Sole	2021-10-14
No filing history on record for this holder in this stock.