Midwest Professional Planners, LTD.

Position in SOFI — SoFi Technologies, Inc.

CIK 1730575 WAUSAU, WI

Position in SOFI

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,210,490

+$135,970 QoQ

Shares Held

67,512

-0.2% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#326

of 913 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Midwest Professional Planners, LTD. holds $18,951,096 across 5 Credit Services names. SOFI ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	26,245	$5,265,271
2	AXP	American Express Co	13,655	$4,618,803
3	V	Visa Inc.	13,142	$4,508,888
4	MA	Mastercard Inc	6,518	$3,347,644
5	SOFI	SoFi Technologies, Inc. This page	67,512	$1,210,490

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,210,490	67,512	-0.2%	Shares	Sole	2026-08-05
2026-03-31	$1,074,520	67,665	-13.4%	Shares	Sole	2026-05-05
2025-12-31	$2,044,710	78,102	+2.6%	Shares	Sole	2026-02-06
2025-09-30	$2,010,746	76,107	+20.3%	Shares	Sole	2025-11-04
2025-06-30	$1,152,164	63,271	+2.4%	Shares	Sole	2025-08-11
2025-03-31	$718,466	61,777	+13.8%	Shares	Sole	2025-05-02
2024-12-31	$835,881	54,278	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.