Philadelphia Investment Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2131511 Voorhees, NJ

Position in SOFI

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

Position Value

$1,136,699

+$122,164 QoQ

Shares Held

63,397

-0.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.47%

of 13F equity value

Holder Rank

#333

of 913 holders

Holding Since

Mar 2026

2 quarters on record

Financial Services · as of Jun 30, 2026

Philadelphia Investment Partners, LLC holds $1,266,933 across 4 Credit Services names. SOFI ranks #1 (89.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SOFI	SoFi Technologies, Inc. This page	63,397	$1,136,699
2	V	Visa Inc.	171	$58,667
3	ALLY	Ally Financial Inc.	1,160	$53,302
4	AXP	American Express Co	54	$18,265

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,136,699	63,397	-0.8%	Shares	Sole	2026-08-14
2026-03-31	$1,014,535	63,888	—	Shares	Sole	2026-05-05
No filing history on record for this holder in this stock.