Position in SOFI
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$1,240,545
-$1,015,071 QoQ
Shares Held
78,120
-9.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026Spire Wealth Management holds $33,817,415 across 14 Credit Services names. SOFI ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
34,185 | $17,080,876 | |
| 2 | V |
Visa Inc.
|
40,318 | $12,185,711 | |
| 3 | AXP |
American Express Co
|
5,586 | $1,689,653 | |
| 4 | COF |
Capital One Financial Corp
|
7,038 | $1,283,942 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
78,120 | $1,240,545 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
2,557 | $117,161 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
2,552 | $115,426 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
1,000 | $53,490 |
All Filings in SOFI
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||