Sunbelt Securities, Inc.

Broker-Dealer

Position in SOFI — SoFi Technologies, Inc.

CIK 1632932 HOUSTON, TX

Position in SOFI

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$15,880

-$3,935 QoQ

Shares Held

1,000

+33.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2023

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

Sunbelt Securities, Inc. holds $14,000,788 across 17 Credit Services names. SOFI ranks #7 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	24,629	$7,443,868
2	MA	Mastercard Inc	5,628	$2,812,086
3	AXP	American Express Co	7,356	$2,225,042
4	PYPL	PayPal Holdings, Inc.	25,884	$1,170,733
5	COF	Capital One Financial Corp	1,441	$262,881
6	OMF	OneMain Holdings, Inc.	818	$43,754
7	SOFI	SoFi Technologies, Inc. This page	1,000	$15,880
8	SYF	Synchrony Financial	229	$15,576

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$15,880	1,000	+33.3%	Shares	Sole	2026-05-18
2025-09-30	$19,815	750	-92.3%	Shares	Sole	2025-11-19
2025-06-30	$177,547	9,750	+1200.0%	Shares	Sole	2025-08-14
2025-03-31	$8,722	750	-92.3%	Shares	Sole	2025-04-24
2024-12-31	$150,150	9,750	+849.4%	Shares	Sole	2025-02-18
2024-09-30	$8,072	1,027	+36.9%	Shares	Sole	2024-11-18
2024-06-30	$4,957	750	0.0%	Shares	Sole	2024-08-16
2024-03-31	$5,475	750	0.0%	Shares	Sole	2024-04-15
2023-12-31	$7,462	750	0.0%	Shares	Sole	2024-02-15
2023-09-30	$5,992	750	—	Shares	Sole	2023-12-11
No filing history on record for this holder in this stock.