SMITH, MOORE & CO.

Position in SOFI — SoFi Technologies, Inc.

CIK 200724 CLAYTON, MO

Position in SOFI

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$186,812

-$194,944 QoQ

Shares Held

10,419

-28.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#643

of 912 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SMITH, MOORE & CO. holds $5,540,530 across 5 Credit Services names. SOFI ranks #5 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,200	$2,470,248
2	MA	Mastercard Inc	3,948	$2,027,692
3	COF	Capital One Financial Corp	2,175	$436,348
4	AXP	American Express Co	1,240	$419,430
5	SOFI	SoFi Technologies, Inc. This page	10,419	$186,812

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$186,812	10,419	-28.5%	Shares	Sole	2026-08-12
2025-12-31	$381,756	14,582	—	Shares	Sole	2026-01-23
No filing history on record for this holder in this stock.