Phillip James Consulting Co.

Position in SOFI — SoFi Technologies, Inc.

CIK 2111830 PLYMOUTH, MN

Position in SOFI

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$7,046

-$3,242 QoQ

Shares Held

393

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#797

of 913 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Phillip James Consulting Co. holds $326,569 across 6 Credit Services names. SOFI ranks #4 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AXP	American Express Co	466	$157,624
2	V	Visa Inc.	435	$149,244
3	BFH	Bread Financial Holdings, Inc.	71	$7,692
4	SOFI	SoFi Technologies, Inc. This page	393	$7,046
5	MA	Mastercard Inc	7	$3,595
6	SYF	Synchrony Financial	18	$1,368

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,046	393	0.0%	Shares	Sole	2026-07-28
2025-12-31	$10,288	393	—	Shares	Sole	2026-02-23
No filing history on record for this holder in this stock.