JPL Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in SOFI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,882
+$4,277 QoQ
Shares Held
607
+45.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 912 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $1,806,023 across 21 Credit Services names. SOFI ranks #6 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,222 | $1,141,219 | |
| 2 | V |
Visa Inc.
|
896 | $307,408 | |
| 3 | AXP |
American Express Co
|
586 | $198,214 | |
| 4 | COF |
Capital One Financial Corp
|
416 | $83,457 | |
| 5 | ALLY |
Ally Financial Inc.
|
480 | $22,055 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
607 | $10,882 | |
| 7 | OMF |
OneMain Holdings, Inc.
|
161 | $9,815 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
223 | $9,628 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,882 | 607 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,605 | 416 | Shares | Sole | 2026-05-08 | |
| 2025-09-30 | $10,990 | 416 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||