Vision Retirement, LLC

Pension

Position in SOFI — SoFi Technologies, Inc.

CIK 2069023 RIDGEWOOD, NJ

Position in SOFI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$39,804

+$4,551 QoQ

Shares Held

2,220

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#700

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

Vision Retirement, LLC holds $14,092,377 across 6 Credit Services names. SOFI ranks #4 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	25,332	$8,691,155
2	MA	Mastercard Inc	10,082	$5,178,115
3	AXP	American Express Co	500	$169,125
4	SOFI	SoFi Technologies, Inc. This page	2,220	$39,804
5	COF	Capital One Financial Corp	41	$8,225
6	AFRM	Affirm Holdings, Inc.	73	$5,953

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,804	2,220	0.0%	Shares	Sole	2026-07-21
2026-03-31	$35,253	2,220	0.0%	Shares	Sole	2026-05-07
2025-12-31	$58,119	2,220	—	Shares	Sole	2026-05-07
No filing history on record for this holder in this stock.