FLORIDA FINANCIAL ADVISORS, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2050972 TAMPA, FL

Position in SOFI

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

Position Value

$863,867

+$301,160 QoQ

Shares Held

48,180

+36.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#369

of 913 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLORIDA FINANCIAL ADVISORS, LLC holds $5,859,198 across 5 Credit Services names. SOFI ranks #4 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	7,049	$2,384,324
2	V	Visa Inc.	4,667	$1,601,201
3	MA	Mastercard Inc	1,772	$910,099
4	SOFI	SoFi Technologies, Inc. This page	48,180	$863,867
5	WU	Western Union CO	12,949	$99,707

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,867	48,180	+36.0%	Shares	Sole	2026-08-10
2026-03-31	$562,707	35,435	+24.9%	Shares	Sole	2026-05-07
2025-12-31	$742,700	28,369	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.