GWN SECURITIES INC.
Broker-DealerPosition in SOFI — SoFi Technologies, Inc.
CIK 1265905
Palm Beach Gardens, FL
Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$285,935
New position
Shares Held
18,006
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Credit Services
Financial Services · as of Jun 30, 2026GWN SECURITIES INC. holds $2,497,505 across 4 Credit Services names.
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $285,935 | 18,006 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||