Global Financial Private Client, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2023568 Sarasota, FL

Position in SOFI

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

Position Value

$308,861

+$124,289 QoQ

Shares Held

17,226

+48.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#532

of 913 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 97% Shared 3% None 0%

Financial Services · as of Jun 30, 2026

Global Financial Private Client, LLC holds $2,375,868 across 6 Credit Services names. SOFI ranks #4 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	1,704	$584,625
2	MA	Mastercard Inc	904	$464,293
3	AXP	American Express Co	1,322	$447,166
4	SOFI	SoFi Technologies, Inc. This page	17,226	$308,861
5	COF	Capital One Financial Corp	1,469	$294,710
6	SYF	Synchrony Financial	3,632	$276,213

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$308,861	17,226	+48.2%	Shares	Sole	2026-07-20
2026-03-31	$184,572	11,623	+50.6%	Shares	Sole	2026-04-20
2025-12-31	$202,004	7,716	-55.9%	Shares	Sole	2026-01-27
2025-09-30	$462,771	17,516	+1.2%	Shares	Sole	2025-10-21
2025-06-30	$315,269	17,313	+25.4%	Shares	Other	2025-07-10
2025-03-31	$160,563	13,806	-0.6%	Shares	Sole	2025-04-08
2024-12-31	$213,998	13,896	-0.3%	Shares	Sole	2025-01-14
2024-09-30	$109,497	13,931	0.0%	Shares	Sole	2024-10-07
2024-06-30	$92,083	13,931	+7.8%	Shares	Sole	2024-07-29
2024-03-31	$94,367	12,927	+8.5%	Shares	Sole	2024-05-16
2023-12-31	$118,594	11,919	+57.1%	Shares	Sole	2024-05-16
2023-09-30	$60,636	7,589	+69.5%	Shares	Sole	2024-05-16
2023-06-30	$37,329	4,476	—	Shares	Sole	2024-05-16
No filing history on record for this holder in this stock.