Position in SOFI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,721,405
+$211,503 QoQ
Shares Held
96,007
+1.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#283
of 918 holders
Holding Since
Mar 2022
17 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, 2026Composition Wealth, LLC holds $44,199,495 across 9 Credit Services names. SOFI ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
58,742 | $20,153,792 | |
| 2 | AXP |
American Express Co
|
30,662 | $10,371,421 | |
| 3 | MA |
Mastercard Inc
|
13,261 | $6,810,849 | |
| 4 | COF |
Capital One Financial Corp
|
9,433 | $1,892,448 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
96,007 | $1,721,405 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
36,250 | $1,565,275 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
38,194 | $1,353,213 | |
| 8 | SYF |
Synchrony Financial
|
2,779 | $211,342 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,721,405 | 96,007 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $1,509,902 | 95,082 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,377,929 | 90,830 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,372,225 | 89,789 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $1,611,056 | 88,471 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $982,944 | 84,518 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,454,237 | 94,431 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $662,991 | 84,350 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $557,553 | 84,350 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $593,855 | 81,350 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $779,582 | 78,350 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $626,016 | 78,350 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $653,605 | 78,370 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $475,584 | 78,350 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $361,193 | 78,350 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $382,348 | 78,350 | Shares | Sole | 2022-10-24 | |
| 2022-03-31 | $715,298 | 75,693 | Shares | Sole | 2022-04-25 | |
| No filing history on record for this holder in this stock. | ||||||