1620 INVESTMENT ADVISORS, INC.

Position in SOFI — SoFi Technologies, Inc.

CIK 1907281 PLYMOUTH, MA

Position in SOFI

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,793

+$205 QoQ

Shares Held

100

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#857

of 912 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 50% Shared 0% None 50%

Financial Services · as of Jun 30, 2026

1620 INVESTMENT ADVISORS, INC. holds $519,977 across 5 Credit Services names. SOFI ranks #5 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	652	$223,694
2	AXP	American Express Co	600	$202,950
3	SYF	Synchrony Financial	888	$67,532
4	PYPL	PayPal Holdings, Inc.	556	$24,008
5	SOFI	SoFi Technologies, Inc. This page	100	$1,793

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,793	100	0.0%	Shares	Sole	2026-07-14
2026-03-31	$1,588	100	—	Shares	Sole	2026-05-13
No filing history on record for this holder in this stock.