Procyon Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1804329 SHELTON, CT

Position in SOFI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$263,606

+$51,021 QoQ

Shares Held

14,702

+9.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#565

of 913 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Procyon Advisors, LLC holds $22,715,592 across 8 Credit Services names. SOFI ranks #7 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	22,540	$7,624,155
2	MA	Mastercard Inc	12,020	$6,173,472
3	V	Visa Inc.	16,086	$5,518,945
4	PYPL	PayPal Holdings, Inc.	52,167	$2,252,571
5	BFH	Bread Financial Holdings, Inc.	3,947	$427,657
6	COF	Capital One Financial Corp	1,560	$312,967
7	SOFI	SoFi Technologies, Inc. This page	14,702	$263,606
8	WU	Western Union CO	18,470	$142,219

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,606	14,702	+9.8%	Shares	Sole	2026-07-09
2026-03-31	$212,585	13,387	-6.9%	Shares	Sole	2026-05-04
2025-12-31	$376,546	14,383	+7.5%	Shares	Sole	2026-01-07
2025-09-30	$353,341	13,374	+0.8%	Shares	Sole	2025-10-28
2025-06-30	$241,537	13,264	-7.5%	Shares	Sole	2025-07-09
2025-03-31	$166,762	14,339	+6.2%	Shares	Sole	2025-04-11
2024-12-31	$207,853	13,497	+8.0%	Shares	Sole	2025-01-15
2024-09-30	$98,226	12,497	+5.9%	Shares	Sole	2024-10-11
2024-06-30	$78,031	11,805	-0.8%	Shares	Sole	2024-08-02
2024-03-31	$86,906	11,905	+5.5%	Shares	Sole	2024-04-15
2023-12-31	$112,285	11,285	-6.5%	Shares	Sole	2024-01-18
2023-09-30	$96,399	12,065	-7.7%	Shares	Sole	2023-10-10
2023-06-30	$108,962	13,065	—	Shares	Sole	2023-07-17
No filing history on record for this holder in this stock.