Root Financial Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1977181 ENCINITAS, CA

Position in SOFI

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$208,705

+$12,540 QoQ

Shares Held

11,640

-5.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#617

of 918 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Root Financial Partners, LLC holds $4,080,451 across 6 Credit Services names. SOFI ranks #5 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	4,081	$1,400,150
2	MA	Mastercard Inc	1,789	$918,830
3	AXP	American Express Co	2,646	$895,009
4	COF	Capital One Financial Corp	3,144	$630,749
5	SOFI	SoFi Technologies, Inc. This page	11,640	$208,705
6	HTT	High Templar Tech Ltd	10,550	$27,008

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$208,705	11,640	-5.8%	Shares	Sole	2026-07-29
2026-03-31	$196,165	12,353	-16.2%	Shares	Sole	2026-04-24
2025-12-31	$385,709	14,733	+291.0%	Shares	Sole	2026-02-10
2025-09-30	$99,550	3,768	—	Shares	Sole	2025-10-29
No filing history on record for this holder in this stock.