Delta Investment Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1757043 SAN FRANCISCO, CA

Position in SOFI

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

Position Value

$223,569

New position

Shares Held

12,469

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#601

of 912 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Delta Investment Management, LLC holds $3,519,304 across 6 Credit Services names. SOFI ranks #5 (6.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,706	$1,614,581
2	AXP	American Express Co	2,412	$815,859
3	MA	Mastercard Inc	704	$361,574
4	WU	Western Union CO	37,587	$289,419
5	SOFI	SoFi Technologies, Inc. This page	12,469	$223,569
6	PYPL	PayPal Holdings, Inc.	4,963	$214,302

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,569	12,469	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.