Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$230,561
+$47,941 QoQ
Shares Held
12,859
+11.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#592
of 912 holders
Holding Since
Sep 2023
12 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, 2026Axim Planning & Wealth holds $455,883 across 2 Credit Services names. SOFI ranks #1 (50.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
12,859 | $230,561 | |
| 2 | AFRM |
Affirm Holdings, Inc.
|
2,763 | $225,322 |
All Filings in SOFI
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $230,561 | 12,859 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $182,620 | 11,500 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $301,070 | 11,500 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $341,584 | 12,929 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $284,986 | 15,650 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $170,379 | 14,650 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $297,404 | 19,312 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $258,735 | 32,918 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $242,970 | 36,758 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $204,400 | 28,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $218,900 | 22,000 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $152,609 | 19,100 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||