FLOYD FINANCIAL GROUP LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2007613 SPRINGFIELD, MO

Position in SOFI

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$694,034

+$56,897 QoQ

Shares Held

38,708

-3.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

#398

of 912 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLOYD FINANCIAL GROUP LLC holds $2,882,482 across 3 Credit Services names. SOFI ranks #3 (24.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PYPL	PayPal Holdings, Inc.	25,423	$1,097,765
2	V	Visa Inc.	3,179	$1,090,683
3	SOFI	SoFi Technologies, Inc. This page	38,708	$694,034

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$694,034	38,708	-3.5%	Shares	Sole	2026-07-22
2026-03-31	$637,137	40,122	+2.9%	Shares	Sole	2026-04-24
2025-12-31	$1,020,548	38,982	—	Shares	Sole	2026-02-24
No filing history on record for this holder in this stock.