Institute for Wealth Management, LLC.
Position in SOFI — SoFi Technologies, Inc.
CIK 1533954
DENVER, CO
Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$70,213
New position
Shares Held
3,916
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#681
of 913 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $14,707,464 across 13 Credit Services names. SOFI ranks #6 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
9,434 | $4,845,302 | |
| 2 | V |
Visa Inc.
|
12,803 | $4,392,581 | |
| 3 | AXP |
American Express Co
|
9,425 | $3,188,006 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
32,890 | $1,420,190 | |
| 5 | COF |
Capital One Financial Corp
|
2,871 | $575,980 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
3,916 | $70,213 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
859 | $70,051 | |
| 8 | ALLY |
Ally Financial Inc.
|
1,233 | $56,656 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $70,213 | 3,916 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||