EVOLUTION WEALTH MANAGEMENT INC.
Position in SOFI — SoFi Technologies, Inc.
CIK 2010029
FORT MYERS, FL
Position in SOFI
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$67,331
-$43,672 QoQ
Shares Held
4,240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026EVOLUTION WEALTH MANAGEMENT INC. holds $324,776 across 7 Credit Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
318 | $109,102 | |
| 2 | MA |
Mastercard Inc
|
193 | $99,124 | |
| 3 | COF |
Capital One Financial Corp
|
250 | $50,155 | |
| 4 | AXP |
American Express Co
|
103 | $34,839 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
320 | $13,817 | |
| 6 | OMF |
OneMain Holdings, Inc.
|
212 | $12,925 | |
| 7 | ENVA |
Enova International, Inc.
|
20 | $4,814 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $67,331 | 4,240 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $111,003 | 4,240 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $112,020 | 4,240 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||