Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,793,000
+$205,000 QoQ
Shares Held
100,000
0.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
1.35%
of 13F equity value
Holder Rank
#276
of 913 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Ameliora Wealth Management Ltd. holds $7,631,141 across 4 Credit Services names. SOFI ranks #3 (23.5% of the industry book) .
All Filings in SOFI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,000 | 100,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,588,000 | 100,000 | Shares | Sole | 2026-04-23 | |
| No filing history on record for this holder in this stock. | ||||||