Prestige Wealth Management Group LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1772715
FLEMINGTON, NJ
Position in SOFI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,128
-$2,678 QoQ
Shares Held
260
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Prestige Wealth Management Group LLC holds $5,893,153 across 15 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
10,894 | $3,737,621 | |
| 2 | MA |
Mastercard Inc
|
3,496 | $1,795,544 | |
| 3 | AXP |
American Express Co
|
689 | $233,054 | |
| 4 | ENVA |
Enova International, Inc.
|
272 | $65,478 | |
| 5 | COF |
Capital One Financial Corp
|
113 | $22,670 | |
| 6 | FCFS |
FirstCash Holdings, Inc.
|
60 | $12,979 | |
| 7 | EZPW |
Ezcorp Inc
|
170 | $5,876 | |
| 8 | NNI |
Nelnet Inc
|
42 | $5,599 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,128 | 260 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,806 | 260 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,869 | 260 | Shares | Sole | 2026-02-20 | |
| No filing history on record for this holder in this stock. | ||||||