INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1818604 ORLANDO, FL

Position in SOFI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$319,333

+$100,825 QoQ

Shares Held

17,810

+29.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#522

of 912 holders

Holding Since

Dec 2021

15 quarters on record

Financial Services · as of Jun 30, 2026

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC holds $24,447,146 across 14 Credit Services names. SOFI ranks #7 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	29,910	$10,261,821
2	MA	Mastercard Inc	15,907	$8,169,835
3	PYPL	PayPal Holdings, Inc.	51,668	$2,231,024
4	AXP	American Express Co	4,557	$1,541,405
5	UPST	Upstart Holdings, Inc.	28,120	$996,291
6	COF	Capital One Financial Corp	2,672	$536,056
7	SOFI	SoFi Technologies, Inc. This page	17,810	$319,333
8	SYF	Synchrony Financial	3,163	$240,546

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$319,333	17,810	+29.4%	Shares	Sole	2026-07-22
2026-03-31	$218,508	13,760	+24.4%	Shares	Sole	2026-05-01
2025-12-31	$289,603	11,062	-96.8%	Shares	Sole	2026-02-03
2024-09-30	$44,106	346,673	+1159.5%	Shares	Sole	2024-10-22
2024-06-30	$181,940	27,525	+14.1%	Shares	Sole	2024-07-30
2024-03-31	$176,112	24,125	-6.0%	Shares	Sole	2024-04-11
2023-12-31	$255,466	25,675	+15.5%	Shares	Sole	2024-01-25
2023-09-30	$177,577	22,225	-51.2%	Shares	Sole	2023-10-10
2023-06-30	$379,595	45,515	-58.5%	Shares	Sole	2023-07-20
2023-03-31	$665,150	109,580	-12.3%	Shares	Sole	2023-04-19
2022-12-31	$575,835	124,910	+120.5%	Shares	Sole	2023-01-30
2022-09-30	$276,500	56,660	-6.0%	Shares	Sole	2022-11-10
2022-06-30	$317,781	60,300	+24.7%	Shares	Sole	2022-08-17
2022-03-31	$456,907	48,350	+144.8%	Shares	Sole	2022-05-13
2021-12-31	$312,247	19,750	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.