SeaCrest Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1728121 PURCHASE, NY

Position in SOFI

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$272,405

-$545,850 QoQ

Shares Held

17,154

-45.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SeaCrest Wealth Management, LLC holds $8,843,275 across 5 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	20,811	$7,140,045
2	MA	Mastercard Inc	1,401	$719,553
3	AXP	American Express Co	1,382	$467,461
4	AFRM	Affirm Holdings, Inc.	3,560	$290,318
5	COF	Capital One Financial Corp	1,126	$225,898

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$272,405	17,154	-45.1%	Shares	Sole	2026-04-15
2025-12-31	$818,255	31,255	+40.9%	Shares	Sole	2026-01-12
2025-09-30	$585,942	22,178	-23.2%	Shares	Sole	2025-11-13
2024-12-31	$444,936	28,892	+9.1%	Shares	Sole	2025-01-14
2024-09-30	$208,227	26,492	0.0%	Shares	Sole	2024-10-16
2024-06-30	$175,112	26,492	-4.7%	Shares	Sole	2024-07-22
2024-03-31	$203,013	27,810	-11.0%	Shares	Sole	2024-04-18
2023-12-31	$311,046	31,261	-16.1%	Shares	Sole	2024-01-18
2023-09-30	$297,555	37,241	-14.1%	Shares	Sole	2023-10-12
2023-06-30	$361,463	43,341	+0.2%	Shares	Sole	2023-07-14
2023-03-31	$262,472	43,241	-36.6%	Shares	Sole	2023-05-12
2022-12-31	$314,591	68,241	-20.9%	Shares	Sole	2023-02-14
2022-09-30	$420,856	86,241	-10.9%	Shares	Sole	2022-11-15
2022-06-30	$509,851	96,746	—	Shares	Sole	2022-08-09
No filing history on record for this holder in this stock.