Fortis Capital Management LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1802167 BELLEVUE, WA

Position in SOFI

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

Position Value

$205,155

+$24,171 QoQ

Shares Held

11,442

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#617

of 912 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Fortis Capital Management LLC holds $16,441,317 across 4 Credit Services names. SOFI ranks #4 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	24,630	$8,450,306
2	MA	Mastercard Inc	14,684	$7,541,702
3	COF	Capital One Financial Corp	1,217	$244,154
4	SOFI	SoFi Technologies, Inc. This page	11,442	$205,155

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,155	11,442	+0.4%	Shares	Sole	2026-08-13
2026-03-31	$180,984	11,397	+1.2%	Shares	Sole	2026-05-12
2025-12-31	$294,839	11,262	+20.0%	Shares	Sole	2026-02-13
2025-09-30	$247,898	9,383	—	Shares	Sole	2025-11-10
No filing history on record for this holder in this stock.