BOK Financial Private Wealth, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 1317348
DENVER, CO
Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$193,016
+$22,068 QoQ
Shares Held
10,765
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#635
of 912 holders
Holding Since
Dec 2023
4 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, 2026BOK Financial Private Wealth, Inc. holds $4,210,263 across 9 Credit Services names. SOFI ranks #3 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
7,357 | $3,778,555 | |
| 2 | V |
Visa Inc.
|
597 | $204,824 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
10,765 | $193,016 | |
| 4 | AXP |
American Express Co
|
37 | $12,515 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
227 | $9,801 | |
| 6 | COF |
Capital One Financial Corp
|
39 | $7,824 | |
| 7 | SEZL |
Sezzle Inc.
|
12 | $2,059 | |
| 8 | SYF |
Synchrony Financial
|
14 | $1,064 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,016 | 10,765 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $170,948 | 10,765 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $280,911 | 10,730 | Shares | Sole | 2026-02-06 | |
| 2023-12-31 | $995 | 100 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||