Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$26,895
+$10,761 QoQ
Shares Held
1,500
+47.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#721
of 913 holders
Holding Since
Dec 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, 2026SHP Wealth Management holds $3,894,009 across 14 Credit Services names. SOFI ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
6,174 | $2,118,237 | |
| 2 | MA |
Mastercard Inc
|
2,061 | $1,058,529 | |
| 3 | COF |
Capital One Financial Corp
|
1,471 | $295,112 | |
| 4 | AXP |
American Express Co
|
737 | $249,290 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
309 | $66,842 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
749 | $32,341 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
1,500 | $26,895 | |
| 8 | SYF |
Synchrony Financial
|
262 | $19,925 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,895 | 1,500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,134 | 1,016 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $35,761 | 1,366 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||