New England Capital Financial Advisors LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1964652 MERIDEN, CT

Position in SOFI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$466

New position

Shares Held

26

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#889

of 912 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

New England Capital Financial Advisors LLC holds $470,135 across 6 Credit Services names. SOFI ranks #6 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	775	$262,143
2	V	Visa Inc.	509	$174,632
3	COF	Capital One Financial Corp	81	$16,250
4	MA	Mastercard Inc	24	$12,326
5	PYPL	PayPal Holdings, Inc.	100	$4,318
6	SOFI	SoFi Technologies, Inc. This page	26	$466

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466	26	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.