Beaird Harris Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1908938
DALLAS, TX
Position in SOFI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,434
New position
Shares Held
80
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#861
of 913 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Credit Services
Financial Services · as of Jun 30, 2026Beaird Harris Wealth Management, LLC holds $332,379 across 10 Credit Services names. SOFI ranks #8 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
445 | $150,521 | |
| 2 | V |
Visa Inc.
|
348 | $119,395 | |
| 3 | MA |
Mastercard Inc
|
66 | $33,897 | |
| 4 | COF |
Capital One Financial Corp
|
64 | $12,839 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
68 | $7,367 | |
| 6 | SYF |
Synchrony Financial
|
40 | $3,042 | |
| 7 | ALLY |
Ally Financial Inc.
|
64 | $2,940 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
80 | $1,434 |
All Filings in SOFI
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,434 | 80 | Shares | Sole | 2026-07-08 | |
| No filing history on record for this holder in this stock. | ||||||