LAKE STREET PRIVATE WEALTH, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1772031 CHICAGO, IL

Position in SOFI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$317,863

+$132,258 QoQ

Shares Held

17,728

+51.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#524

of 913 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $5,513,037 across 4 Credit Services names. SOFI ranks #4 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	12,354	$4,238,533
2	AXP	American Express Co	1,758	$594,643
3	SYF	Synchrony Financial	4,760	$361,998
4	SOFI	SoFi Technologies, Inc. This page	17,728	$317,863

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$317,863	17,728	+51.7%	Shares	Sole	2026-08-10
2026-03-31	$185,605	11,688	+39.7%	Shares	Sole	2026-04-13
2025-12-31	$219,074	8,368	+4.9%	Shares	Sole	2026-01-07
2025-09-30	$210,778	7,978	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.