Westbourne Investment Advisors, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1650092 ANNAPOLIS, MD

Position in SOFI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$5,954,588

+$1,515,446 QoQ

Shares Held

332,102

+18.8% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

1.77%

of 13F equity value

Holder Rank

#161

of 913 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $9,395,196 across 5 Credit Services names. SOFI ranks #1 (63.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	332,102	$5,954,588
2	COF	Capital One Financial Corp	6,508	$1,305,634
3	V	Visa Inc.	3,260	$1,118,473
4	AXP	American Express Co	2,413	$816,197
5	MA	Mastercard Inc	390	$200,304

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,954,588	332,102	+18.8%	Shares	Sole	2026-07-27
2026-03-31	$4,439,142	279,543	+8.5%	Shares	Sole	2026-04-28
2025-12-31	$6,746,507	257,697	+1.4%	Shares	Sole	2026-01-23
2025-09-30	$6,715,012	254,164	—	Shares	Sole	2025-10-20
No filing history on record for this holder in this stock.