Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Position in SOFI — SoFi Technologies, Inc.
CIK 1510434
Seattle, WA
Position in SOFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,214,918
+$1,038,730 QoQ
Shares Held
67,759
+510.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#78
of 328 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Empirical Financial Services, LLC d.b.a. Empirical Wealth Management holds $33,098,569 across 10 Credit Services names. SOFI ranks #7 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
39,521 | $13,559,259 | |
| 2 | MA |
Mastercard Inc
|
10,370 | $5,326,031 | |
| 3 | AXP |
American Express Co
|
15,479 | $5,235,771 | |
| 4 | WRLD |
World Acceptance Corp
|
11,326 | $2,535,097 | |
| 5 | COF |
Capital One Financial Corp
|
10,397 | $2,085,846 | |
| 6 | SYF |
Synchrony Financial
|
19,913 | $1,514,383 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
67,759 | $1,214,918 | |
| 8 | ALLY |
Ally Financial Inc.
|
14,148 | $650,100 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,214,918 | 67,759 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $176,188 | 11,095 | Shares | Other | 2026-05-04 | |
| 2025-12-31 | $234,834 | 8,970 | Shares | Other | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||