Private Wealth Management Group, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2011342 PRINCETON, NJ

Position in SOFI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,416

+$162 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#861

of 912 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Private Wealth Management Group, LLC holds $872,318 across 16 Credit Services names. SOFI ranks #15 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	888	$304,663
2	MA	Mastercard Inc	367	$188,491
3	AXP	American Express Co	494	$167,095
4	PYPL	PayPal Holdings, Inc.	1,502	$64,856
5	COF	Capital One Financial Corp	257	$51,559
6	ENVA	Enova International, Inc.	96	$23,110
7	AFRM	Affirm Holdings, Inc.	252	$20,550
8	FCFS	FirstCash Holdings, Inc.	84	$18,170

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,416	79	0.0%	Shares	Sole	2026-07-27
2026-03-31	$1,254	79	0.0%	Shares	Sole	2026-04-23
2025-12-31	$2,068	79	0.0%	Shares	Sole	2026-01-23
2025-09-30	$2,087	79	0.0%	Shares	Sole	2025-10-17
2025-06-30	$1,438	79	0.0%	Shares	Sole	2025-07-29
2025-03-31	$918	79	0.0%	Shares	Sole	2025-05-02
2024-12-31	$1,216	79	0.0%	Shares	Sole	2025-01-27
2024-09-30	$620	79	0.0%	Shares	Sole	2024-10-29
2024-06-30	$522	79	-82.4%	Shares	Sole	2024-08-13
2024-03-31	$3,270	448	+5.7%	Shares	Sole	2024-04-30
2023-12-31	$4,218	424	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.