BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2010186
CINCINNATI, OH
Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,984
+$3,085 QoQ
Shares Held
1,505
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#720
of 912 holders
Holding Since
Jun 2022
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $219,491,328 across 10 Credit Services names. SOFI ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
340,541 | $174,901,857 | |
| 2 | AXP |
American Express Co
|
101,386 | $34,293,814 | |
| 3 | V |
Visa Inc.
|
25,624 | $8,791,338 | |
| 4 | COF |
Capital One Financial Corp
|
3,307 | $663,450 | |
| 5 | SYF |
Synchrony Financial
|
5,584 | $424,663 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
6,949 | $300,057 | |
| 7 | WU |
Western Union CO
|
11,404 | $87,810 | |
| 8 | SOFI |
SoFi Technologies, Inc.
This page
|
1,505 | $26,984 |
All Filings in SOFI
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,984 | 1,505 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $23,899 | 1,505 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $39,400 | 1,505 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $38,810 | 1,469 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $18,210 | 1,000 | Shares | Sole | 2025-07-18 | |
| 2022-06-30 | $235,964 | 44,775 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||