Position in SOFI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,384,877
+$144,332 QoQ
Shares Held
77,238
-1.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#309
of 913 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $36,531,024 across 14 Credit Services names. SOFI ranks #4 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
33,293 | $17,099,284 | |
| 2 | V |
Visa Inc.
|
40,035 | $13,735,608 | |
| 3 | AXP |
American Express Co
|
5,286 | $1,787,989 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
77,238 | $1,384,877 | |
| 5 | COF |
Capital One Financial Corp
|
5,905 | $1,184,661 | |
| 6 | ENVA |
Enova International, Inc.
|
3,527 | $849,054 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
2,668 | $217,575 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
2,441 | $105,402 |
All Filings in SOFI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,384,877 | 77,238 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,240,545 | 78,120 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,255,616 | 86,158 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,079,438 | 78,707 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,278,232 | 70,194 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $969,488 | 83,361 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,222,390 | 79,376 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $579,926 | 73,782 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $454,682 | 68,787 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,253,643 | 171,732 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,752,513 | 176,132 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,429,267 | 178,882 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,504,802 | 180,432 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $953,791 | 157,132 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $604,979 | 131,232 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $581,378 | 119,135 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $361,279 | 68,554 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||