Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$89
-$37,165 QoQ
Shares Held
5
-99.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#906
of 912 holders
Holding Since
Sep 2022
9 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, 2026Activest Wealth Management holds $498,238 across 13 Credit Services names. SOFI ranks #12 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
423 | $143,079 | |
| 2 | MA |
Mastercard Inc
|
266 | $136,617 | |
| 3 | V |
Visa Inc.
|
300 | $102,927 | |
| 4 | COF |
Capital One Financial Corp
|
236 | $47,346 | |
| 5 | SYF |
Synchrony Financial
|
219 | $16,654 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
354 | $15,285 | |
| 7 | ALLY |
Ally Financial Inc.
|
269 | $12,360 | |
| 8 | SLM |
SLM Corp
|
354 | $9,182 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89 | 5 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $37,254 | 2,346 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $64,428 | 2,461 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $5,785 | 219 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $3,987 | 219 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $139 | 12 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $30 | 2 | Shares | Sole | 2025-01-28 | |
| 2022-12-31 | $3,457 | 750 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $42,700 | 8,750 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||