Position in SOFI
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$728,892
-$457,062 QoQ
Shares Held
45,900
+1.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
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, 2026PINKERTON WEALTH, LLC holds $2,991,206 across 1 Credit Services name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
5,824 | $2,991,206 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $728,892 | 45,900 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,185,954 | 45,300 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,107,315 | 41,912 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $273,904 | 17,786 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||