COFG Advisors, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2104330 OAK BROOK, IL

Position in SOFI

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$602,286

+$42,469 QoQ

Shares Held

33,591

-4.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#411

of 912 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COFG Advisors, LLC holds $1,900,454 across 4 Credit Services names. SOFI ranks #2 (31.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,274	$780,186
2	SOFI	SoFi Technologies, Inc. This page	33,591	$602,286
3	MA	Mastercard Inc	548	$281,452
4	COF	Capital One Financial Corp	1,179	$236,530

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$602,286	33,591	-4.7%	Shares	Sole	2026-08-14
2026-03-31	$559,817	35,253	+1.8%	Shares	Sole	2026-05-11
2025-12-31	$906,194	34,614	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.