Position in SOFI
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,438
-$112,754 QoQ
Shares Held
136
-96.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#824
of 894 holders
Holding Since
Dec 2025
2 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, 2026RMG Wealth Management LLC holds $177,781 across 9 Credit Services names. SOFI ranks #8 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
246 | $84,400 | |
| 2 | MA |
Mastercard Inc
|
57 | $29,275 | |
| 3 | COF |
Capital One Financial Corp
|
126 | $25,278 | |
| 4 | PYPL |
PayPal Holdings, Inc.
|
372 | $16,062 | |
| 5 | ATLC |
Atlanticus Holdings Corp
|
522 | $13,274 | |
| 6 | WU |
Western Union CO
|
465 | $3,580 | |
| 7 | AXP |
American Express Co
|
10 | $3,382 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
136 | $2,438 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,438 | 136 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $115,192 | 4,400 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||