Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,911,823
+$3,829,789 QoQ
Shares Held
218,172
+6926.5% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#196
of 913 holders
Holding Since
Sep 2025
2 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, 2026Wealthspire Advisors, LLC holds $73,723,626 across 6 Credit Services names. SOFI ranks #4 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
95,731 | $32,381,010 | |
| 2 | V |
Visa Inc.
|
57,671 | $19,786,343 | |
| 3 | MA |
Mastercard Inc
|
25,876 | $13,289,913 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
218,172 | $3,911,823 | |
| 5 | COF |
Capital One Financial Corp
|
18,871 | $3,785,900 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
13,169 | $568,637 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,911,823 | 218,172 | Shares | Sole | 2026-08-11 | |
| 2025-09-30 | $82,034 | 3,105 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||