W.G. Shaheen & Associates DBA Whitney & Co
Position in SOFI — SoFi Technologies, Inc.
CIK 1577001
ROCHESTER, NY
Position in SOFI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$295,307
+$47,818 QoQ
Shares Held
16,470
+5.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#540
of 913 holders
Holding Since
Jun 2025
5 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, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $26,228,860 across 4 Credit Services names. SOFI ranks #4 (1.1% of the industry book) .
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $295,307 | 16,470 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $247,489 | 15,585 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $400,815 | 15,310 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $399,206 | 15,110 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $275,153 | 15,110 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||