Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,581
+$708 QoQ
Shares Held
144
+22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#841
of 913 holders
Holding Since
Sep 2025
4 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $613,200 across 14 Credit Services names. SOFI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
914 | $313,584 | |
| 2 | MA |
Mastercard Inc
|
281 | $144,321 | |
| 3 | AXP |
American Express Co
|
208 | $70,356 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
1,056 | $45,598 | |
| 5 | COF |
Capital One Financial Corp
|
138 | $27,685 | |
| 6 | ALLY |
Ally Financial Inc.
|
68 | $3,124 | |
| 7 | SYF |
Synchrony Financial
|
38 | $2,889 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
144 | $2,581 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,581 | 144 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,873 | 118 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $2,775 | 106 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $1,453 | 55 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||