Winthrop Capital Management, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2010657 Carmel, IN

Position in SOFI

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$33,027

+$3,777 QoQ

Shares Held

1,842

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#710

of 912 holders

Holding Since

Dec 2023

7 quarters on record

Financial Services · as of Jun 30, 2026

Winthrop Capital Management, LLC holds $1,829,979 across 5 Credit Services names. SOFI ranks #3 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	5,040	$1,729,173
2	MA	Mastercard Inc	128	$65,740
3	SOFI	SoFi Technologies, Inc. This page	1,842	$33,027
4	AFRM	Affirm Holdings, Inc.	25	$2,038
5	PYPL	PayPal Holdings, Inc.	15	$1

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,027	1,842	0.0%	Shares	Sole	2026-08-13
2026-03-31	$29,250	1,842	0.0%	Shares	Sole	2026-04-28
2025-12-31	$48,223	1,842	0.0%	Shares	Sole	2026-02-10
2025-09-30	$48,665	1,842	0.0%	Shares	Sole	2025-11-13
2025-06-30	$33,542	1,842	0.0%	Shares	Sole	2025-08-07
2025-03-31	$21,422	1,842	+514.0%	Shares	Sole	2025-05-06
2023-12-31	$2,985	300	—	Shares	Sole	2024-02-09
No filing history on record for this holder in this stock.