Atlantic Edge Private Wealth Management, LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2011145
JACKSONVILLE, FL
Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$2,689
+$1,895 QoQ
Shares Held
150
+200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#838
of 912 holders
Holding Since
Mar 2026
2 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, 2026Atlantic Edge Private Wealth Management, LLC holds $5,670,157 across 7 Credit Services names. SOFI ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
5,302 | $2,723,107 | |
| 2 | AFRM |
Affirm Holdings, Inc.
|
30,785 | $2,510,516 | |
| 3 | V |
Visa Inc.
|
783 | $268,639 | |
| 4 | AXP |
American Express Co
|
374 | $126,505 | |
| 5 | COF |
Capital One Financial Corp
|
155 | $31,096 | |
| 6 | SYF |
Synchrony Financial
|
100 | $7,605 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
150 | $2,689 |
All Filings in SOFI
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,689 | 150 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $794 | 50 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||