Jacobi Capital Management LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1689646 PITTSTON, PA

Position in SOFI

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$341,835

+$7,323 QoQ

Shares Held

19,065

-9.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#516

of 912 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Jacobi Capital Management LLC holds $16,155,066 across 5 Credit Services names. SOFI ranks #5 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	16,387	$5,622,215
2	MA	Mastercard Inc	8,329	$4,277,774
3	AXP	American Express Co	11,237	$3,800,915
4	COF	Capital One Financial Corp	10,529	$2,112,327
5	SOFI	SoFi Technologies, Inc. This page	19,065	$341,835

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$341,835	19,065	-9.5%	Shares	Sole	2026-07-31
2026-03-31	$334,512	21,065	+99.4%	Shares	Sole	2026-05-14
2025-12-31	$276,591	10,565	0.0%	Shares	Sole	2026-02-13
2025-09-30	$279,127	10,565	0.0%	Shares	Sole	2025-11-07
2025-06-30	$192,388	10,565	0.0%	Shares	Sole	2025-08-12
2025-03-31	$122,870	10,565	0.0%	Shares	Sole	2025-05-27
2024-12-31	$162,701	10,565	-3.0%	Shares	Sole	2025-02-05
2024-09-30	$85,595	10,890	0.0%	Shares	Sole	2024-11-14
2024-06-30	$71,982	10,890	-4.4%	Shares	Sole	2024-08-09
2024-03-31	$83,147	11,390	+4.6%	Shares	Sole	2024-05-10
2023-12-31	$108,355	10,890	0.0%	Shares	Sole	2024-02-14
2023-09-30	$87,011	10,890	0.0%	Shares	Sole	2023-11-13
2023-06-30	$90,822	10,890	0.0%	Shares	Sole	2023-08-08
2023-03-31	$66,102	10,890	—	Shares	Sole	2023-05-05
No filing history on record for this holder in this stock.