Apollon Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1764387 MOUNT PLEASANT, SC

Position in SOFI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$316,338

-$330,851 QoQ

Shares Held

17,643

-56.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#527

of 913 holders

Holding Since

Mar 2023

10 quarters on record

Voting authority Sole 33% Shared 0% None 67%

Financial Services · as of Jun 30, 2026

Apollon Wealth Management, LLC holds $81,239,659 across 11 Credit Services names. SOFI ranks #9 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	83,676	$42,975,993
2	V	Visa Inc.	73,044	$25,060,665
3	AXP	American Express Co	18,095	$6,120,633
4	COF	Capital One Financial Corp	16,651	$3,340,523
5	UPST	Upstart Holdings, Inc.	31,968	$1,132,626
6	SYF	Synchrony Financial	11,473	$872,521
7	PYPL	PayPal Holdings, Inc.	12,096	$522,305
8	AFRM	Affirm Holdings, Inc.	4,755	$387,770

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$316,338	17,643	-56.7%	Shares	Sole	2026-07-23
2026-03-31	$647,189	40,755	+240.1%	Shares	Sole	2026-04-22
2025-12-31	$313,688	11,982	+24.2%	Shares	Sole	2026-01-22
2025-09-30	$254,900	9,648	-89.6%	Shares	Sole	2025-10-17
2025-03-31	$1,081,287	92,974	+49.9%	Shares	Sole	2025-05-02
2024-12-31	$955,015	62,014	+437.4%	Shares	Sole	2025-01-28
2023-12-31	$114,813	11,539	+8.2%	Shares	Sole	2024-02-06
2023-09-30	$85,173	10,660	+6.4%	Shares	Sole	2023-11-14
2023-06-30	$83,575	10,021	-16.4%	Shares	Sole	2023-08-04
2023-03-31	$72,724	11,981	—	Shares	Sole	2023-05-16
No filing history on record for this holder in this stock.