CALTON & ASSOCIATES, INC.

Position in SOFI — SoFi Technologies, Inc.

CIK 822648 Tampa, FL

Position in SOFI

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

Position Value

$345,690

+$51,402 QoQ

Shares Held

19,280

+4.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#515

of 912 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $2,844,214 across 5 Credit Services names. SOFI ranks #4 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	2,490	$854,294
2	COF	Capital One Financial Corp	4,021	$806,693
3	AXP	American Express Co	1,726	$583,819
4	SOFI	SoFi Technologies, Inc. This page	19,280	$345,690
5	MA	Mastercard Inc	494	$253,718

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$345,690	19,280	+4.0%	Shares	Sole	2026-08-10
2026-03-31	$294,288	18,532	-8.2%	Shares	Sole	2026-05-13
2025-12-31	$528,600	20,191	-0.0%	Shares	Sole	2026-02-10
2025-09-30	$533,710	20,201	-8.8%	Shares	Sole	2025-11-07
2025-06-30	$403,351	22,150	-2.0%	Shares	Sole	2025-08-12
2025-03-31	$262,849	22,601	+26.6%	Shares	Sole	2025-05-15
2024-12-31	$274,890	17,850	-55.9%	Shares	Sole	2025-01-23
2024-09-30	$317,858	40,440	+33.2%	Shares	Sole	2024-10-21
2024-06-30	$200,613	30,350	+11.0%	Shares	Sole	2024-07-19
2024-03-31	$199,655	27,350	+16.3%	Shares	Sole	2024-04-16
2023-12-31	$234,024	23,520	+17.6%	Shares	Sole	2024-02-07
2023-09-30	$159,800	20,000	-10.5%	Shares	Sole	2023-11-01
2023-06-30	$186,399	22,350	-32.3%	Shares	Sole	2023-07-24
2023-03-31	$200,431	33,020	-9.2%	Shares	Sole	2023-04-19
2022-12-31	$167,573	36,350	+142.3%	Shares	Sole	2023-01-18
2022-09-30	$73,200	15,000	—	Shares	Sole	2022-10-31
No filing history on record for this holder in this stock.