Nikulski Financial, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1729847 BETTENDORF, IA

Position in SOFI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$638,218

+$65,586 QoQ

Shares Held

35,595

-1.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#407

of 914 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nikulski Financial, Inc. holds $6,335,316 across 4 Credit Services names. SOFI ranks #2 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	14,905	$5,113,756
2	SOFI	SoFi Technologies, Inc. This page	35,595	$638,218
3	AXP	American Express Co	1,052	$355,839
4	COF	Capital One Financial Corp	1,134	$227,503

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$638,218	35,595	-1.3%	Shares	Sole	2026-07-28
2026-03-31	$572,632	36,060	+163.6%	Shares	Sole	2026-05-15
2025-12-31	$358,168	13,681	—	Shares	Sole	2026-01-15
No filing history on record for this holder in this stock.