Clear Creek Financial Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1784235 SILVERDALE, WA

Position in SOFI

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

Position Value

$217,939

+$132,871 QoQ

Shares Held

12,155

+19.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#607

of 913 holders

Holding Since

Mar 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Clear Creek Financial Management, LLC holds $7,381,477 across 6 Credit Services names. SOFI ranks #6 (3.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	13,625	$4,674,601
2	MA	Mastercard Inc	3,282	$1,685,635
3	ALLY	Ally Financial Inc.	6,364	$292,425
4	AXP	American Express Co	766	$259,099
5	COF	Capital One Financial Corp	1,255	$251,778
6	SOFI	SoFi Technologies, Inc. This page	12,155	$217,939

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$217,939	12,155	+19.2%	Shares	Sole	2026-07-28
2023-06-30	$85,068	10,200	0.0%	Shares	Sole	2023-07-17
2023-03-31	$61,914	10,200	—	Shares	Sole	2023-04-20
No filing history on record for this holder in this stock.