Mayflower Financial Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1852930 BOSTON, MA

Position in SOFI

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$444,484

-$19,243 QoQ

Shares Held

24,790

-15.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#463

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

Mayflower Financial Advisors, LLC holds $8,439,006 across 6 Credit Services names. SOFI ranks #5 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	11,154	$3,826,825
2	MA	Mastercard Inc	4,937	$2,535,643
3	AXP	American Express Co	2,907	$983,292
4	COF	Capital One Financial Corp	2,230	$447,382
5	SOFI	SoFi Technologies, Inc. This page	24,790	$444,484
6	SYF	Synchrony Financial	2,648	$201,380

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$444,484	24,790	-15.1%	Shares	Sole	2026-07-09
2026-03-31	$463,727	29,202	+2.3%	Shares	Sole	2026-04-23
2025-12-31	$747,412	28,549	+0.9%	Shares	Sole	2026-01-13
2025-09-30	$747,368	28,288	-7.0%	Shares	Sole	2025-10-17
2025-06-30	$553,857	30,415	+11.3%	Shares	Sole	2025-08-04
2025-03-31	$317,673	27,315	+101.4%	Shares	Sole	2025-05-02
2024-12-31	$208,901	13,565	—	Shares	Sole	2025-01-22
No filing history on record for this holder in this stock.