Triad Wealth Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2012717 LAWRENCE, KS

Position in SOFI

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$371,796

+$370,144 QoQ

Shares Held

20,736

+8194.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#500

of 912 holders

Holding Since

Jun 2024

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Triad Wealth Partners, LLC holds $5,636,403 across 5 Credit Services names. SOFI ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,129	$2,445,888
2	MA	Mastercard Inc	3,524	$1,809,926
3	AXP	American Express Co	1,776	$600,732
4	COF	Capital One Financial Corp	2,034	$408,061
5	SOFI	SoFi Technologies, Inc. This page	20,736	$371,796

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$371,796	20,736	+8194.4%	Shares	Sole	2026-08-10
2024-06-30	$1,652	250	—	Shares	Sole	2024-07-18
No filing history on record for this holder in this stock.