Position in SOFI
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$1,509,902
-$868,027 QoQ
Shares Held
95,082
+4.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Composition Wealth, LLC holds $39,705,410 across 8 Credit Services names. SOFI ranks #6 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
56,918 | $17,202,896 | |
| 2 | AXP |
American Express Co
|
31,434 | $9,508,156 | |
| 3 | MA |
Mastercard Inc
|
13,929 | $6,959,764 | |
| 4 | COF |
Capital One Financial Corp
|
9,642 | $1,758,990 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
37,356 | $1,689,611 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
95,082 | $1,509,902 | |
| 7 | UPST |
Upstart Holdings, Inc.
|
38,218 | $980,291 | |
| 8 | FINV |
FinVolution Group
|
20,000 | $95,800 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||