POM Investment Strategies, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1906322 RALEIGH, NC

Position in SOFI

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$1,793

+$205 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#850

of 912 holders

Holding Since

Jun 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

POM Investment Strategies, LLC holds $24,875 across 6 Credit Services names. SOFI ranks #5 (7.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25	$8,577
2	AXP	American Express Co	15	$5,073
3	MA	Mastercard Inc	8	$4,108
4	UPST	Upstart Holdings, Inc.	105	$3,720
5	SOFI	SoFi Technologies, Inc. This page	100	$1,793
6	COF	Capital One Financial Corp	8	$1,604

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,793	100	0.0%	Shares	Sole	2026-07-31
2026-03-31	$1,588	100	-50.0%	Shares	Sole	2026-05-11
2025-06-30	$3,642	200	—	Shares	Sole	2025-08-08
No filing history on record for this holder in this stock.