Patriot Financial Group Insurance Agency, LLC

Insurance

Position in SOFI — SoFi Technologies, Inc.

CIK 1694883 Westborough, MA

Position in SOFI

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$688,601

-$364,751 QoQ

Shares Held

38,405

-42.1% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#400

of 912 holders

Holding Since

Jun 2021

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $10,229,826 across 5 Credit Services names. SOFI ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	18,553	$6,365,348
2	MA	Mastercard Inc	4,328	$2,222,860
3	SOFI	SoFi Technologies, Inc. This page	38,405	$688,601
4	AXP	American Express Co	1,827	$617,982
5	COF	Capital One Financial Corp	1,670	$335,035

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$688,601	38,405	-42.1%	Shares	Sole	2026-07-16
2026-03-31	$1,053,352	66,332	+312.9%	Shares	Sole	2026-04-22
2025-12-31	$420,607	16,066	-1.6%	Shares	Sole	2026-01-26
2025-09-30	$431,253	16,323	-2.7%	Shares	Sole	2025-10-08
2025-06-30	$305,600	16,782	+44.9%	Shares	Sole	2025-07-21
2024-09-30	$91,050	11,584	+7.9%	Shares	Sole	2024-10-24
2024-06-30	$70,958	10,735	+1346.8%	Shares	Sole	2024-07-26
2022-06-30	$3,910	742	+72.6%	Shares	Sole	2022-07-29
2022-03-31	$4,063	430	-69.4%	Shares	Sole	2022-05-11
2021-12-31	$22,228	1,406	-28.8%	Shares	Sole	2022-01-10
2021-09-30	$31,363	1,975	+119.4%	Shares	Sole	2021-11-24
2021-06-30	$17,253	900	—	Shares	Sole	2021-07-30
No filing history on record for this holder in this stock.