WEST PACES ADVISORS INC.

Position in SOFI — SoFi Technologies, Inc.

CIK 2004720 ATLANTA, GA

Position in SOFI

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$161

-$192 QoQ

Shares Held

-80.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#900

of 913 holders

Holding Since

Sep 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WEST PACES ADVISORS INC. holds $1,766,472 across 7 Credit Services names. SOFI ranks #7 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,969	$1,018,634
2	COF	Capital One Financial Corp	1,237	$248,166
3	MA	Mastercard Inc	475	$243,960
4	AXP	American Express Co	611	$206,670
5	PYPL	PayPal Holdings, Inc.	653	$28,196
6	SYF	Synchrony Financial	272	$20,685
7	SOFI	SoFi Technologies, Inc. This page	9	$161

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$161	9	-80.0%	Shares	Sole	2026-07-20
2024-09-30	$353	45	0.0%	Shares	Sole	2024-10-15
2024-06-30	$297	45	0.0%	Shares	Sole	2024-07-17
2024-03-31	$328	45	0.0%	Shares	Sole	2024-04-15
2023-12-31	$447	45	0.0%	Shares	Sole	2024-01-30
2023-09-30	$359	45	0.0%	Shares	Sole	2023-12-18
2023-06-30	$375	45	0.0%	Shares	Sole	2023-12-18
2023-03-31	$273	45	0.0%	Shares	Sole	2023-12-18
2022-12-31	$207	45	0.0%	Shares	Sole	2023-12-18
2022-09-30	$219	45	-62.5%	Shares	Sole	2023-12-19
2022-06-30	$632	120	0.0%	Shares	Sole	2023-12-19
2022-03-31	$1,134	120	+33.3%	Shares	Sole	2023-12-19
2021-12-31	$1,422	90	+28.6%	Shares	Sole	2023-12-20
2021-09-30	$1,111	70	—	Shares	Sole	2023-12-20
No filing history on record for this holder in this stock.