Tradewinds Capital Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1616026
BELLINGHAM, WA
Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$412
-$4,161 QoQ
Shares Held
23
-92.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#892
of 913 holders
Holding Since
Jun 2021
18 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, 2026Tradewinds Capital Management, LLC holds $186,741 across 6 Credit Services names. SOFI ranks #6 (0.2% of the industry book) .
All Filings in SOFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $412 | 23 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,573 | 288 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $7,435 | 284 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $7,503 | 284 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $345 | 19 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $186 | 16 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $123 | 8 | Shares | Sole | 2025-02-04 | |
| 2023-12-31 | $119 | 12 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $399 | 50 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $417 | 50 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $303 | 50 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $230 | 50 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $244 | 50 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $263 | 50 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $472 | 50 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $790 | 50 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $794 | 50 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $958 | 50 | Shares | Sole | 2021-07-30 | |
| No filing history on record for this holder in this stock. | ||||||