WoodTrust Financial Corp

Position in SOFI — SoFi Technologies, Inc.

CIK 1725247 WISCONSIN RAPIDS, WI

Position in SOFI

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

Position Value

$222,332

+$25,420 QoQ

Shares Held

12,400

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#602

of 913 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WoodTrust Financial Corp holds $15,336,701 across 4 Credit Services names. SOFI ranks #4 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	36,591	$12,376,905
2	V	Visa Inc.	7,038	$2,414,667
3	COF	Capital One Financial Corp	1,609	$322,797
4	SOFI	SoFi Technologies, Inc. This page	12,400	$222,332

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,332	12,400	0.0%	Shares	Defined	2026-07-27
2026-03-31	$196,912	12,400	—	Shares	Defined	2026-05-06
No filing history on record for this holder in this stock.