Meridian Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1697300
LEXINGTON, KY
Position in SOFI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$199,453
-$71,269 QoQ
Shares Held
11,124
-34.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#622
of 912 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $18,353,899 across 7 Credit Services names. SOFI ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
28,615 | $9,817,520 | |
| 2 | MA |
Mastercard Inc
|
10,310 | $5,295,216 | |
| 3 | AXP |
American Express Co
|
5,249 | $1,775,474 | |
| 4 | COF |
Capital One Financial Corp
|
2,612 | $524,019 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
8,687 | $375,104 | |
| 6 | ENVA |
Enova International, Inc.
|
1,525 | $367,113 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
11,124 | $199,453 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $199,453 | 11,124 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $270,722 | 17,048 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,457,959 | 132,084 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,596,214 | 98,267 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||