Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,287,248
+$496,949 QoQ
Shares Held
71,793
+44.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.05%
of 13F equity value
Holder Rank
#323
of 913 holders
Holding Since
Mar 2026
2 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, 2026Nicholas Wealth, LLC. holds $1,287,248 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
71,793 | $1,287,248 |
All Filings in SOFI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,287,248 | 71,793 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $790,299 | 49,767 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||