Floyd Financial Group LLC

SEC CIK: 0002007613
Latest filing: Jul 22, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Floyd Financial Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q2 2026): 38,708
Value: $718.0K
% of portfolio: 0.5%
Quarters held: 3; Since Q4 2025

Holdings of SOFI by Floyd Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	38,708	$718.0K	0.5%	−1,414−3.5%	Reduced	Holders
Q1 2026	40,122	$753.9K	0.5%	+1,140+2.9%	Added	Holders
Q4 2025	38,982	$741.4K	0.5%	+38,982	New	Holders