Position in SOFI
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$107,580
+$2,772 QoQ
Shares Held
6,000
-9.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#672
of 912 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WOLFF WIESE MAGANA LLC holds $5,081,904 across 7 Credit Services names. SOFI ranks #4 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
12,786 | $4,386,748 | |
| 2 | AXP |
American Express Co
|
1,068 | $361,251 | |
| 3 | MA |
Mastercard Inc
|
315 | $161,784 | |
| 4 | SOFI |
SoFi Technologies, Inc.
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|
6,000 | $107,580 | |
| 5 | FCFS |
FirstCash Holdings, Inc.
|
161 | $34,827 | |
| 6 | COF |
Capital One Financial Corp
|
138 | $27,685 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
47 | $2,029 |
All Filings in SOFI
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,580 | 6,000 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $104,808 | 6,600 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $172,788 | 6,600 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $174,372 | 6,600 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $120,186 | 6,600 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $76,758 | 6,600 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $157,696 | 10,240 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $83,748 | 10,655 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $70,429 | 10,655 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $498,064 | 68,228 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $666,072 | 66,942 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $673,237 | 84,260 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $961,985 | 115,346 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $687,057 | 113,189 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $527,430 | 114,410 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $559,418 | 114,635 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $636,168 | 120,715 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $546,578 | 57,839 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $488,165 | 30,877 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||