Position in SOFI
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$5,081
-$21,072 QoQ
Shares Held
320
-68.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026HighMark Wealth Management LLC holds $305,350 across 6 Credit Services names.
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,081 | 320 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $26,153 | 999 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $31,704 | 1,200 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $21,141 | 1,161 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $12,897 | 1,109 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $13,413 | 871 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $6,327 | 805 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||