BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1352860
BLUE BELL, PA
Position in SOFI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$79,018
+$36,869 QoQ
Shares Held
4,976
+209.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC holds $1,734,188 across 6 Credit Services names.
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $79,018 | 4,976 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $42,149 | 1,610 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $42,536 | 1,610 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $29,318 | 1,610 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $20,003 | 1,720 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $26,488 | 1,720 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $13,519 | 1,720 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $11,369 | 1,720 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $14,381 | 1,970 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $19,601 | 1,970 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,745 | 1,470 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $10,008 | 1,200 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,249 | 700 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,388 | 735 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $3,586 | 735 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,820 | 725 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,851 | 725 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $11,067 | 700 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||