Pathway Financial Advisers, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2024152 AUBURN, IN

Position in SOFI

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

Position Value

$887,373

+$100,916 QoQ

Shares Held

49,491

-0.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#366

of 912 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Pathway Financial Advisers, LLC holds $4,621,905 across 4 Credit Services names. SOFI ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,847	$2,006,047
2	AXP	American Express Co	4,278	$1,447,033
3	SOFI	SoFi Technologies, Inc. This page	49,491	$887,373
4	MA	Mastercard Inc	548	$281,452

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$887,373	49,491	-0.1%	Shares	Sole	2026-07-30
2026-03-31	$786,457	49,525	+3.5%	Shares	Sole	2026-04-23
2025-12-31	$1,252,660	47,848	+0.6%	Shares	Sole	2026-02-06
2025-09-30	$1,256,244	47,549	+0.5%	Shares	Sole	2025-11-13
2025-06-30	$861,678	47,319	+1.1%	Shares	Sole	2025-08-21
2025-03-31	$544,074	46,782	-3.5%	Shares	Sole	2025-05-09
2024-12-31	$746,853	48,497	-3.3%	Shares	Sole	2025-01-30
2024-09-30	$394,013	50,129	+13.0%	Shares	Sole	2024-10-25
2024-06-30	$293,143	44,352	+2.5%	Shares	Sole	2024-08-20
2024-03-31	$315,768	43,256	+24.8%	Shares	Sole	2024-05-29
2023-12-31	$344,827	34,656	+9.6%	Shares	Sole	2024-07-19
2023-09-30	$252,564	31,613	+41.9%	Shares	Sole	2024-07-19
2023-03-31	$135,212	22,279	+21.1%	Shares	Sole	2024-07-19
2022-12-31	$84,768	18,392	—	Shares	Sole	2024-07-19
No filing history on record for this holder in this stock.