Wedmont Private Capital

Position in SOFI — SoFi Technologies, Inc.

CIK 1904274 WEST CHESTER, PA

Position in SOFI

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$451,746

+$101,354 QoQ

Shares Held

25,195

+14.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#462

of 913 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Wedmont Private Capital holds $26,937,993 across 9 Credit Services names. SOFI ranks #8 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	34,628	$11,880,520
2	MA	Mastercard Inc	11,212	$5,758,483
3	AXP	American Express Co	12,631	$4,272,435
4	COF	Capital One Financial Corp	11,261	$2,259,181
5	AFRM	Affirm Holdings, Inc.	9,959	$812,156
6	SYF	Synchrony Financial	10,222	$777,383
7	FCFS	FirstCash Holdings, Inc.	2,348	$507,919
8	SOFI	SoFi Technologies, Inc. This page	25,195	$451,746

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$451,746	25,195	+14.2%	Shares	Sole	2026-07-13
2026-03-31	$350,392	22,065	-19.9%	Shares	Sole	2026-04-09
2025-12-31	$721,075	27,543	+14.4%	Shares	Sole	2026-01-08
2025-09-30	$636,352	24,086	+12.1%	Shares	Sole	2025-10-08
2025-06-30	$391,387	21,493	+4.3%	Shares	Sole	2025-07-10
2025-03-31	$239,740	20,614	+12.6%	Shares	Sole	2025-04-14
2024-12-31	$282,051	18,315	+23.5%	Shares	Sole	2025-01-13
2024-09-30	$116,555	14,829	+41.9%	Shares	Sole	2024-10-08
2024-03-31	$76,299	10,452	-13.4%	Shares	Sole	2024-04-10
2023-12-31	$120,076	12,068	+13.2%	Shares	Sole	2024-01-09
2023-09-30	$85,149	10,657	—	Shares	Sole	2023-10-10
No filing history on record for this holder in this stock.