Position in SOFI
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$645
-$297 QoQ
Shares Held
36
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#880
of 913 holders
Holding Since
Dec 2021
10 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, 2026Concord Wealth Partners holds $7,143,115 across 5 Credit Services names. SOFI ranks #5 (0.0% of the industry book) .
All Filings in SOFI
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $645 | 36 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $942 | 36 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $951 | 36 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $655 | 36 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $418 | 36 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,094 | 136 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $282 | 36 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $237 | 36 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $262 | 36 | Shares | Sole | 2024-04-30 | |
| 2021-12-31 | $3,162 | 200 | Shares | Sole | 2022-01-21 | |
| No filing history on record for this holder in this stock. | ||||||