Dynasty Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1727599 ST. PETERSBURG, FL

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$211,574

-$35,757 QoQ

Shares Held

11,800

-24.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#611

of 913 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Dynasty Wealth Management, LLC holds $14,972,801 across 5 Credit Services names. SOFI ranks #5 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	8,698	$4,467,292
2	V	Visa Inc.	12,917	$4,431,693
3	AXP	American Express Co	9,814	$3,319,585
4	COF	Capital One Financial Corp	12,674	$2,542,657
5	SOFI	SoFi Technologies, Inc. This page	11,800	$211,574

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$211,574	11,800	-24.2%	Shares	Sole	2026-08-13
2026-03-31	$247,331	15,575	+9.6%	Shares	Sole	2026-05-14
2025-12-31	$371,991	14,209	+18.5%	Shares	Sole	2026-02-10
2025-09-30	$316,828	11,992	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.