BAKER TILLY WEALTH MANAGEMENT, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1840565 MADISON, WI

Position in SOFI

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$364,463

+$242,369 QoQ

Shares Held

20,327

+57.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#502

of 912 holders

Holding Since

Mar 2022

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $6,938,814 across 5 Credit Services names. SOFI ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	10,956	$3,758,894
2	COF	Capital One Financial Corp	5,853	$1,174,228
3	AXP	American Express Co	3,027	$1,023,882
4	MA	Mastercard Inc	1,202	$617,347
5	SOFI	SoFi Technologies, Inc. This page	20,327	$364,463

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$364,463	20,327	+57.3%	Shares	Sole	2026-07-17
2022-03-31	$122,094	12,920	—	Shares	Sole	2022-04-27
No filing history on record for this holder in this stock.