Thrive Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1847610 AUDUBON, PA

Position in SOFI

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

Position Value

$346,891

+$8,489 QoQ

Shares Held

19,347

-9.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#513

of 913 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $5,652,047 across 4 Credit Services names. SOFI ranks #4 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	8,230	$2,823,630
2	MA	Mastercard Inc	3,552	$1,824,307
3	AXP	American Express Co	1,943	$657,219
4	SOFI	SoFi Technologies, Inc. This page	19,347	$346,891

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,891	19,347	-9.2%	Shares	Sole	2026-07-07
2026-03-31	$338,402	21,310	+9.3%	Shares	Sole	2026-04-09
2025-12-31	$510,300	19,492	+2.8%	Shares	Sole	2026-01-12
2025-09-30	$500,843	18,957	—	Shares	Sole	2025-10-07
No filing history on record for this holder in this stock.