Laird Norton Wetherby Trust Company, LLC

Bank

Position in SOFI — SoFi Technologies, Inc.

CIK 723204 Seattle, WA

Position in SOFI

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

Position Value

$1,645,579

+$195,339 QoQ

Shares Held

91,778

+0.5% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#288

of 912 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Financial Services · as of Jun 30, 2026

Laird Norton Wetherby Trust Company, LLC holds $73,694,433 across 11 Credit Services names. SOFI ranks #6 (2.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	91,532	$31,403,713
2	MA	Mastercard Inc	36,650	$18,823,439
3	AXP	American Express Co	32,545	$11,008,346
4	COF	Capital One Financial Corp	28,532	$5,724,089
5	AFRM	Affirm Holdings, Inc.	26,737	$2,180,401
6	SOFI	SoFi Technologies, Inc. This page	91,778	$1,645,579
7	PYPL	PayPal Holdings, Inc.	22,682	$979,408
8	SYF	Synchrony Financial	11,717	$891,077

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,645,579	91,778	+0.5%	Shares	Other	2026-08-14
2026-03-31	$1,450,240	91,325	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$2,266,821	86,586	+34.3%	Shares	Sole	2026-02-17
2025-09-30	$1,703,957	64,495	0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,174,453	64,495	0.0%	Shares	Sole	2025-08-14
2025-03-31	$750,076	64,495	0.0%	Shares	Sole	2025-05-15
2024-12-31	$993,223	64,495	0.0%	Shares	Sole	2025-02-14
2024-09-30	$506,930	64,495	0.0%	Shares	Sole	2024-11-14
2024-06-30	$426,311	64,495	+218.3%	Shares	Sole	2024-08-14
2024-03-31	$147,905	20,261	0.0%	Shares	Sole	2024-05-15
2023-12-31	$201,596	20,261	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.