Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$198,736
+$23,231 QoQ
Shares Held
11,084
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#625
of 912 holders
Holding Since
Sep 2021
9 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, 2026Bogart Wealth, LLC holds $32,647,236 across 19 Credit Services names. SOFI ranks #4 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
52,693 | $18,078,441 | |
| 2 | MA |
Mastercard Inc
|
26,896 | $13,813,785 | |
| 3 | AXP |
American Express Co
|
737 | $249,290 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
11,084 | $198,736 | |
| 5 | COF |
Capital One Financial Corp
|
909 | $182,363 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
1,610 | $57,042 | |
| 7 | SYF |
Synchrony Financial
|
294 | $22,358 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
314 | $13,558 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,736 | 11,084 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $175,505 | 11,052 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $54,166 | 2,069 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $28,401 | 1,075 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $91,996 | 5,052 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $46,961 | 4,038 | Shares | Sole | 2025-05-02 | |
| 2022-03-31 | $4,328 | 458 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $7,240 | 458 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $2,556 | 161 | Shares | Sole | 2021-10-15 | |
| No filing history on record for this holder in this stock. | ||||||