Nvest Wealth Strategies, Inc.

Position in SOFI — SoFi Technologies, Inc.

CIK 2106942 POWELL, OH

Position in SOFI

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

Position Value

$1,793

New position

Shares Held

100

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#849

of 912 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Nvest Wealth Strategies, Inc. holds $29,328 across 5 Credit Services names. SOFI ranks #3 (6.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	71	$14,244
2	V	Visa Inc.	35	$12,007
3	SOFI	SoFi Technologies, Inc. This page	100	$1,793
4	AXP	American Express Co	2	$676
5	SYF	Synchrony Financial	8	$608

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,793	100	—	Shares	Sole	2026-07-10
No filing history on record for this holder in this stock.