Betterment LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1633901 NEW YORK, NY

Position in SOFI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$260,989

+$100,967 QoQ

Shares Held

14,556

+44.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#568

of 912 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Betterment LLC holds $1,611,260 across 4 Credit Services names. SOFI ranks #4 (16.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	1,092	$560,851
2	V	Visa Inc.	1,301	$446,360
3	COF	Capital One Financial Corp	1,710	$343,060
4	SOFI	SoFi Technologies, Inc. This page	14,556	$260,989

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$260,989	14,556	+44.4%	Shares	Sole	2026-08-14
2026-03-31	$160,022	10,077	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.