Position in SOFI
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$278,811
+$44,470 QoQ
Shares Held
15,550
+5.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#555
of 912 holders
Holding Since
Mar 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Derivatives in SOFI
reported options exposure · as of Sep 30, 2024CallValue
$31,440
CallShares
4,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Credit Services
Financial Services · as of Jun 30, 2026HB Wealth Management, LLC holds $145,845,439 across 16 Credit Services names. SOFI ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
197,131 | $67,633,674 | |
| 2 | MA |
Mastercard Inc
|
53,388 | $27,420,076 | |
| 3 | AXP |
American Express Co
|
68,800 | $23,271,600 | |
| 4 | ATLCP |
Atlanticus Holdings Corp
|
118,939 | $12,161,512 | |
| 5 | COF |
Capital One Financial Corp
|
45,851 | $9,198,627 | |
| 6 | SYF |
Synchrony Financial
|
18,879 | $1,435,747 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
20,582 | $888,730 | |
| 8 | ALLY |
Ally Financial Inc.
|
13,387 | $615,132 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,811 | 15,550 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $234,341 | 14,757 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $261,773 | 9,999 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $234,451 | 8,874 | Shares | Sole | 2025-10-23 | |
| 2024-12-31 | $220,605 | 14,325 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $199,856 | 25,427 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 | $31,440 | 4,000 | Call | Sole | 2024-10-15 | |
| 2024-06-30 | $59,490 | 9,000 | Call | Sole | 2024-07-26 | |
| 2024-06-30 | $14,489 | 2,192 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $175,827 | 24,086 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||