Smallwood Wealth Investment Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 1921304
RED BANK, NJ
Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$16,137
+$1,782 QoQ
Shares Held
900
-0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#754
of 913 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $624,000 across 6 Credit Services names. SOFI ranks #5 (2.6% of the industry book) .
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,137 | 900 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,355 | 904 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $23,562 | 900 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $23,778 | 900 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $17,208 | 945 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $10,757 | 925 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||