Asset One Wealth Management LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2110759 BELLEVUE, WA

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$313,093

New position

Shares Held

17,462

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#530

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

Asset One Wealth Management LLC holds $8,215,056 across 3 Credit Services names. SOFI ranks #3 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	17,201	$5,901,491
2	MA	Mastercard Inc	3,895	$2,000,472
3	SOFI	SoFi Technologies, Inc. This page	17,462	$313,093

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,093	17,462	—	Shares	Sole	2026-08-13
No filing history on record for this holder in this stock.