Trueblood Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2005380 LIMA, OH

Position in SOFI

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

Position Value

$547,223

+$323,474 QoQ

Shares Held

30,520

+116.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#426

of 912 holders

Holding Since

Dec 2023

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Trueblood Wealth Management, LLC holds $4,328,382 across 4 Credit Services names. SOFI ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,396	$1,851,313
2	AXP	American Express Co	3,941	$1,333,043
3	MA	Mastercard Inc	1,162	$596,803
4	SOFI	SoFi Technologies, Inc. This page	30,520	$547,223

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$547,223	30,520	+116.6%	Shares	Sole	2026-07-27
2026-03-31	$223,749	14,090	+39.6%	Shares	Sole	2026-04-21
2025-12-31	$264,156	10,090	+0.9%	Shares	Sole	2026-01-21
2025-09-30	$264,200	10,000	-65.3%	Shares	Sole	2025-10-24
2024-12-31	$443,889	28,824	0.0%	Shares	Sole	2025-01-16
2024-09-30	$226,556	28,824	+30.4%	Shares	Sole	2024-10-23
2024-06-30	$146,100	22,103	0.0%	Shares	Sole	2024-08-08
2024-03-31	$161,351	22,103	+41.0%	Shares	Sole	2024-04-26
2023-12-31	$155,986	15,677	—	Shares	Sole	2024-01-18
No filing history on record for this holder in this stock.