NorthRock Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1632097 MINNEAPOLIS, MN

Position in SOFI

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$535,766

+$171,336 QoQ

Shares Held

29,881

+30.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#434

of 912 holders

Holding Since

Mar 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NorthRock Partners, LLC holds $20,256,342 across 5 Credit Services names. SOFI ranks #5 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	32,675	$11,210,465
2	AXP	American Express Co	14,332	$4,847,799
3	MA	Mastercard Inc	4,678	$2,402,620
4	COF	Capital One Financial Corp	6,279	$1,259,692
5	SOFI	SoFi Technologies, Inc. This page	29,881	$535,766

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$535,766	29,881	+30.2%	Shares	Sole	2026-08-11
2026-03-31	$364,430	22,949	-38.8%	Shares	Sole	2026-05-15
2025-12-31	$981,697	37,498	+11.3%	Shares	Sole	2026-02-17
2025-09-30	$890,486	33,705	+94.0%	Shares	Sole	2025-11-14
2025-06-30	$316,380	17,374	+17.6%	Shares	Sole	2025-11-14
2025-03-31	$171,809	14,773	+31.2%	Shares	Sole	2025-05-08
2024-06-30	$74,415	11,258	-8.1%	Shares	Sole	2025-04-22
2024-03-31	$89,388	12,245	—	Shares	Sole	2025-04-22
No filing history on record for this holder in this stock.