IAG Wealth Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1827261 Waukesha, WI

Position in SOFI

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$11,062

+$2,424 QoQ

Shares Held

617

+13.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#773

of 912 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

IAG Wealth Partners, LLC holds $254,110 across 6 Credit Services names. SOFI ranks #5 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	425	$145,813
2	COF	Capital One Financial Corp	216	$43,333
3	NAVI	Navient Corp	3,300	$28,083
4	PYPL	PayPal Holdings, Inc.	479	$20,683
5	SOFI	SoFi Technologies, Inc. This page	617	$11,062
6	MA	Mastercard Inc	10	$5,136

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$11,062	617	+13.4%	Shares	Sole	2026-08-06
2026-03-31	$8,638	544	-76.5%	Shares	Sole	2026-04-29
2025-12-31	$60,501	2,311	-6.1%	Shares	Sole	2026-02-10
2025-09-30	$65,019	2,461	0.0%	Shares	Sole	2025-11-12
2025-06-30	$44,814	2,461	-2.5%	Shares	Sole	2025-08-13
2025-03-31	$29,365	2,525	+2.0%	Shares	Sole	2025-04-16
2024-12-31	$38,115	2,475	—	Shares	Sole	2025-02-10
No filing history on record for this holder in this stock.