FIDUCIARY FINANCIAL GROUP, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1925420 SAN RAFAEL, CA

Position in SOFI

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$315,370

New position

Shares Held

17,589

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#528

of 913 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FIDUCIARY FINANCIAL GROUP, LLC holds $2,073,015 across 3 Credit Services names. SOFI ranks #2 (15.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,373	$1,500,332
2	SOFI	SoFi Technologies, Inc. This page	17,589	$315,370
3	MA	Mastercard Inc	501	$257,313

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,370	17,589	—	Shares	Sole	2026-07-10
No filing history on record for this holder in this stock.