Intrua Financial, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1812792 Houston, TX

Position in SOFI

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$318,526

+$80,374 QoQ

Shares Held

17,765

+18.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#523

of 912 holders

Holding Since

Dec 2023

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Intrua Financial, LLC holds $2,734,708 across 4 Credit Services names. SOFI ranks #4 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	2,094	$1,075,478
2	V	Visa Inc.	2,841	$974,718
3	AXP	American Express Co	1,082	$365,986
4	SOFI	SoFi Technologies, Inc. This page	17,765	$318,526

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$318,526	17,765	+18.5%	Shares	Sole	2026-07-24
2026-03-31	$238,152	14,997	+35.4%	Shares	Sole	2026-04-23
2025-12-31	$289,864	11,072	+37.3%	Shares	Sole	2026-02-05
2025-09-30	$213,130	8,067	-20.7%	Shares	Sole	2025-10-29
2024-03-31	$74,219	10,167	-46.3%	Shares	Sole	2025-05-28
2023-12-31	$188,224	18,917	—	Shares	Sole	2025-05-28
No filing history on record for this holder in this stock.