SITTNER & NELSON, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1846138 EUGENE, OR

Position in SOFI

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,384

+$272 QoQ

Shares Held

133

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#843

of 913 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SITTNER & NELSON, LLC holds $1,029,919 across 6 Credit Services names. SOFI ranks #6 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	1,338	$452,578
2	V	Visa Inc.	1,299	$445,673
3	MA	Mastercard Inc	155	$79,608
4	COF	Capital One Financial Corp	140	$28,086
5	PYPL	PayPal Holdings, Inc.	500	$21,590
6	SOFI	SoFi Technologies, Inc. This page	133	$2,384

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,384	133	0.0%	Shares	Sole	2026-08-07
2026-03-31	$2,112	133	0.0%	Shares	Sole	2026-05-12
2025-12-31	$3,481	133	0.0%	Shares	Sole	2026-02-11
2025-09-30	$3,513	133	0.0%	Shares	Sole	2025-11-14
2025-06-30	$2,421	133	0.0%	Shares	Sole	2025-08-08
2025-03-31	$1,546	133	0.0%	Shares	Sole	2025-05-13
2024-12-31	$2,048	133	—	Shares	Sole	2025-02-11
No filing history on record for this holder in this stock.