Perigon Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1575239
SAN FRANCISCO, CA
Position in SOFI
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$745,959
+$201,990 QoQ
Shares Held
41,604
+21.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#389
of 912 holders
Holding Since
Sep 2021
20 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, 2026Perigon Wealth Management, LLC holds $93,237,814 across 10 Credit Services names. SOFI ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
122,717 | $42,102,975 | |
| 2 | MA |
Mastercard Inc
|
44,133 | $22,666,708 | |
| 3 | AXP |
American Express Co
|
66,831 | $22,605,585 | |
| 4 | COF |
Capital One Financial Corp
|
13,494 | $2,707,166 | |
| 5 | UPST |
Upstart Holdings, Inc.
|
26,276 | $930,958 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
41,604 | $745,959 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
15,984 | $690,189 | |
| 8 | FCFS |
FirstCash Holdings, Inc.
|
1,363 | $294,844 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $745,959 | 41,604 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $543,969 | 34,255 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $972,325 | 37,140 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $971,516 | 36,772 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $715,470 | 39,290 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $457,605 | 39,347 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $620,727 | 40,307 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $300,723 | 38,260 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $258,596 | 39,122 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $308,030 | 42,196 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $445,750 | 44,799 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $367,635 | 46,012 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $348,069 | 41,735 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $864,216 | 142,375 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $113,230 | 24,562 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $105,886 | 21,698 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $117,521 | 22,300 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $182,385 | 19,300 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $291,710 | 18,451 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $164,373 | 10,351 | Shares | Sole | 2021-11-01 | |
| No filing history on record for this holder in this stock. | ||||||