Brookwood Investment Group LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2066812 PHOENIX, AZ

Position in SOFI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$379,398

New position

Shares Held

21,160

first reported quarter

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#494

of 913 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Brookwood Investment Group LLC holds $4,131,464 across 5 Credit Services names. SOFI ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,381	$2,189,257
2	AXP	American Express Co	2,451	$829,050
3	MA	Mastercard Inc	940	$482,784
4	SOFI	SoFi Technologies, Inc. This page	21,160	$379,398
5	COF	Capital One Financial Corp	1,251	$250,975

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$379,398	21,160	—	Shares	Sole	2026-07-23
No filing history on record for this holder in this stock.