White Wing Wealth Management
Position in SOFI — SoFi Technologies, Inc.
CIK 2001473
THE WODLANDS, TX
Position in SOFI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$241,445
+$35,291 QoQ
Shares Held
13,466
+3.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.83%
of 13F equity value
Holder Rank
#586
of 913 holders
Holding Since
Jun 2025
5 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, 2026White Wing Wealth Management holds $241,445 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
|
13,466 | $241,445 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,445 | 13,466 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $206,154 | 12,982 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $310,756 | 11,870 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $312,284 | 11,820 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $186,652 | 10,250 | Shares | Sole | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||