STANSBERRY ASSET MANAGEMENT, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1725910 Westlake, TX

Position in SOFI

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

Position Value

$947,367

+$59,707 QoQ

Shares Held

52,837

-5.5% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#357

of 913 holders

Holding Since

Sep 2021

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

STANSBERRY ASSET MANAGEMENT, LLC holds $34,342,385 across 3 Credit Services names. SOFI ranks #3 (2.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	61,067	$20,951,477
2	AXP	American Express Co	36,788	$12,443,541
3	SOFI	SoFi Technologies, Inc. This page	52,837	$947,367

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$947,367	52,837	-5.5%	Shares	Sole	2026-08-14
2026-03-31	$887,660	55,898	+10.3%	Shares	Sole	2026-05-15
2025-12-31	$1,327,090	50,691	-5.1%	Shares	Sole	2026-02-17
2025-09-30	$1,410,986	53,406	-34.9%	Shares	Sole	2025-11-14
2022-12-31	$378,185	82,036	+3.2%	Shares	Sole	2023-02-14
2022-09-30	$387,984	79,505	-0.6%	Shares	Sole	2022-11-14
2022-06-30	$421,726	80,024	-32.4%	Shares	Sole	2022-08-15
2022-03-31	$1,119,267	118,441	+6.4%	Shares	Sole	2022-05-16
2021-12-31	$1,759,352	111,281	+143.7%	Shares	Sole	2022-02-14
2021-09-30	$724,985	45,654	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.