Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,872,662
+$205,453 QoQ
Shares Held
104,443
-0.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#268
of 912 holders
Holding Since
Dec 2021
19 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 Jun 30, 2026CallValue
$3,586
CallShares
200
PutValue
$0
PutShares
0
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, 2026Tradition Wealth Management, LLC holds $5,318,615 across 4 Credit Services names. SOFI ranks #1 (35.2% of the industry book) .
All Filings in SOFI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,586 | 200 | Call | Sole | 2026-08-11 | |
| 2026-06-30 | $1,872,662 | 104,443 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,667,209 | 104,988 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,392,823 | 129,596 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,994,627 | 113,347 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,483,186 | 81,449 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $849,117 | 73,011 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $971,201 | 63,065 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $452,209 | 57,533 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $367,866 | 55,653 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $382,593 | 52,410 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $330,499 | 33,216 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $213,860 | 26,766 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $138,944 | 16,660 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $93,690 | 15,435 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $32,523 | 7,055 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $34,428 | 7,055 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $37,179 | 7,055 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $55,140 | 5,835 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,529 | 160 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||