WEDBUSH SECURITIES INC
Broker-DealerPosition in SOFI — SoFi Technologies, Inc.
CIK 1142495
PASADENA, CA
Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$215,966
+$137,856 QoQ
Shares Held
12,045
+12.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#609
of 913 holders
Holding Since
Jun 2021
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WEDBUSH SECURITIES INC holds $48,353,412 across 11 Credit Services names. SOFI ranks #11 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
62,598 | $21,476,747 | |
| 2 | MA |
Mastercard Inc
|
24,956 | $12,817,401 | |
| 3 | AXP |
American Express Co
|
21,636 | $7,318,377 | |
| 4 | AGM |
Federal Agricultural Mortgage Corp
|
11,593 | $2,310,137 | |
| 5 | COF |
Capital One Financial Corp
|
9,965 | $1,999,178 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
16,296 | $703,661 | |
| 7 | EZPW |
Ezcorp Inc
|
17,151 | $592,910 | |
| 8 | SYF |
Synchrony Financial
|
5,796 | $440,785 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $215,966 | 12,045 | Shares | Sole | 2026-07-28 | |
| 2024-03-31 | $78,110 | 10,700 | Shares | Sole | 2024-05-15 | |
| 2023-03-31 | $103,190 | 17,000 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $88,051 | 19,100 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $178,154 | 36,507 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $187,648 | 35,607 | Shares | Sole | 2022-07-21 | |
| 2021-12-31 | $409,194 | 25,882 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $247,600 | 15,592 | Shares | Sole | 2021-10-08 | |
| 2021-06-30 | $238,858 | 12,460 | Shares | Sole | 2021-07-27 | |
| No filing history on record for this holder in this stock. | ||||||