Torrey Growth & Income Advisors

Position in SOFI — SoFi Technologies, Inc.

CIK 2087822 DEL MAR, CA

Position in SOFI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,345,172

+$343,864 QoQ

Shares Held

130,796

+3.8% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

0.84%

of 13F equity value

Holder Rank

#238

of 912 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Torrey Growth & Income Advisors holds $13,230,510 across 3 Credit Services names. SOFI ranks #2 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	29,747	$10,061,922
2	SOFI	SoFi Technologies, Inc. This page	130,796	$2,345,172
3	V	Visa Inc.	2,400	$823,416

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,345,172	130,796	+3.8%	Shares	Sole	2026-07-27
2026-03-31	$2,001,308	126,027	+8.6%	Shares	Sole	2026-04-21
2025-12-31	$3,037,586	116,027	+4.0%	Shares	Sole	2026-02-17
2025-09-30	$2,948,392	111,597	—	Shares	Sole	2025-11-13
No filing history on record for this holder in this stock.