Red Door Wealth Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1783599 Memphis, TN

Back to SOFI Full portfolio

Position in SOFI

as of Mar 31, 2026 · filed Apr 22, 2026 Compact

Position Value

$135,774

-$92,759 QoQ

Shares Held

8,550

-1.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in SOFI Over Time

Shares Held

Position Value (USD)

Derivatives in SOFI

reported options exposure · as of Mar 31, 2026

CallValue

$198,500

CallShares

12,500

PutValue

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Credit Services

Financial Services · as of Jun 30, 2026

Red Door Wealth Management, LLC holds $20,856,237 across 4 Credit Services names.

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	47,886	$16,429,207
2	AXP	American Express Co	8,232	$2,784,474
3	MA	Mastercard Inc	1,988	$1,021,036
4	COF	Capital One Financial Corp	3,098	$621,520

All Filings in SOFI

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$198,500	12,500	—	Call	Sole	2026-04-22
2026-03-31	$135,774	8,550	-1.2%	Shares	Sole	2026-04-22
2025-09-30	$228,533	8,650	—	Shares	Sole	2025-10-10
No filing history on record for this holder in this stock.