Manchester Capital Management LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1393389 MANCHESTER, VT

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$100,910

+$100,450 QoQ

Shares Held

5,628

+19306.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#674

of 913 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Manchester Capital Management LLC holds $8,392,580 across 15 Credit Services names. SOFI ranks #6 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	7,435	$2,550,874
2	UPST	Upstart Holdings, Inc.	63,072	$2,234,640
3	MA	Mastercard Inc	3,282	$1,685,635
4	AXP	American Express Co	4,406	$1,490,329
5	COF	Capital One Financial Corp	1,124	$225,496
6	SOFI	SoFi Technologies, Inc. This page	5,628	$100,910
7	PYPL	PayPal Holdings, Inc.	704	$30,398
8	SYF	Synchrony Financial	355	$26,997

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,910	5,628	+19306.9%	Shares	Sole	2026-08-13
2026-03-31	$460	29	-75.6%	Shares	Sole	2026-05-11
2025-12-31	$3,115	119	+466.7%	Shares	Sole	2026-02-11
2025-09-30	$554	21	-99.2%	Shares	Sole	2025-11-14
2024-03-31	$19,534	2,676	0.0%	Shares	Sole	2024-05-06
2023-12-31	$26,626	2,676	-36.0%	Shares	Sole	2024-02-08
2023-09-30	$33,430	4,184	0.0%	Shares	Sole	2023-11-09
2023-06-30	$34,894	4,184	0.0%	Shares	Sole	2023-08-14
2023-03-31	$25,396	4,184	+27.4%	Shares	Sole	2023-05-09
2022-12-31	$15,134	3,283	+41.4%	Shares	Sole	2023-02-09
2022-09-30	$11,331	2,322	0.0%	Shares	Sole	2022-11-08
2022-06-30	$12,236	2,322	+45.2%	Shares	Sole	2022-08-10
2022-03-31	$15,110	1,599	+92.7%	Shares	Sole	2022-05-09
2021-12-31	$13,122	830	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.