BURNEY CO/

Position in SOFI — SoFi Technologies, Inc.

CIK 940445 RESTON, VA

Position in SOFI

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$2,570,964

+$576,912 QoQ

Shares Held

143,389

+88.3% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#233

of 912 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BURNEY CO/ holds $58,848,919 across 11 Credit Services names. SOFI ranks #6 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COF	Capital One Financial Corp	142,101	$28,508,301
2	ENVA	Enova International, Inc.	31,345	$7,545,681
3	SYF	Synchrony Financial	95,165	$7,237,298
4	V	Visa Inc.	19,738	$6,771,910
5	EZPW	Ezcorp Inc	76,058	$2,629,325
6	SOFI	SoFi Technologies, Inc. This page	143,389	$2,570,964
7	MA	Mastercard Inc	3,570	$1,833,552
8	OMF	OneMain Holdings, Inc.	15,841	$965,825

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,570,964	143,389	+88.3%	Shares	Sole	2026-07-15
2025-12-31	$1,994,052	76,167	-0.4%	Shares	Sole	2026-01-23
2025-09-30	$2,020,258	76,467	-48.0%	Shares	Sole	2025-10-16
2025-06-30	$2,679,346	147,136	+0.4%	Shares	Sole	2025-08-05
2025-03-31	$1,704,713	146,579	+44.2%	Shares	Sole	2025-05-06
2024-12-31	$1,565,856	101,679	-43.9%	Shares	Sole	2025-01-14
2024-09-30	$1,425,481	181,359	0.0%	Shares	Sole	2024-10-18
2024-06-30	$1,198,782	181,359	-0.0%	Shares	Sole	2024-07-29
2024-03-31	$1,324,468	181,434	+1506.5%	Shares	Sole	2024-05-22
2023-03-31	$68,554	11,294	+0.9%	Shares	Sole	2023-05-10
2022-12-31	$51,604	11,194	-45.7%	Shares	Sole	2023-02-06
2022-09-30	$100,620	20,619	-2.9%	Shares	Sole	2022-11-15
2022-06-30	$111,929	21,239	-13.6%	Shares	Sole	2022-08-12
2022-03-31	$232,177	24,569	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.