Harvest Portfolios Group Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 1923739 Oakville, A6

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$86,177,981

+$45,777,419 QoQ

Shares Held

4,806,357

+88.9% QoQ

Ownership

0.372%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#25

of 913 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Harvest Portfolios Group Inc. holds $110,439,786 across 3 Credit Services names. SOFI ranks #1 (78.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	4,806,357	$86,177,981
2	V	Visa Inc.	69,759	$23,933,615
3	MA	Mastercard Inc	639	$328,190

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$86,177,981	4,806,357	+88.9%	Shares	Sole	2026-08-13
2026-03-31	$40,400,562	2,544,116	+49.6%	Shares	Sole	2026-05-14
2025-12-31	$44,513,775	1,700,297	+4332.0%	Shares	Sole	2026-02-06
2025-09-30	$1,013,576	38,364	—	Shares	Sole	2025-11-12
No filing history on record for this holder in this stock.