Vermillion Wealth Management, Inc.
Position in SOFI — SoFi Technologies, Inc.
CIK 1737012
ROSEMOUNT, MN
Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,876
+$4,432 QoQ
Shares Held
272
+871.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#810
of 913 holders
Holding Since
Mar 2025
6 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, 2026Vermillion Wealth Management, Inc. holds $409,169 across 7 Credit Services names. SOFI ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
829 | $284,421 | |
| 2 | AXP |
American Express Co
|
225 | $76,106 | |
| 3 | MA |
Mastercard Inc
|
38 | $19,516 | |
| 4 | OMF |
OneMain Holdings, Inc.
|
200 | $12,194 | |
| 5 | COF |
Capital One Financial Corp
|
47 | $9,429 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
272 | $4,876 | |
| 7 | EZPW |
Ezcorp Inc
|
76 | $2,627 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,876 | 272 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $444 | 28 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $26,180 | 1,000 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,895 | 261 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $4,752 | 261 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,035 | 261 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||