Position in SOFI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$63,520
-$41,200 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026WealthCollab, LLC holds $605,384 across 14 Credit Services names. SOFI ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
638 | $192,982 | |
| 2 | V |
Visa Inc.
|
327 | $98,832 | |
| 3 | SOFI |
SoFi Technologies, Inc.
This page
|
4,000 | $63,520 | |
| 4 | FINV |
FinVolution Group
|
12,883 | $61,709 | |
| 5 | MA |
Mastercard Inc
|
105 | $52,464 | |
| 6 | COF |
Capital One Financial Corp
|
200 | $36,486 | |
| 7 | WU |
Western Union CO
|
2,875 | $25,098 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
424 | $19,177 |
All Filings in SOFI
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $63,520 | 4,000 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $104,720 | 4,000 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $105,680 | 4,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $72,840 | 4,000 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $46,520 | 4,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $61,600 | 4,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $31,440 | 4,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $26,440 | 4,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $29,200 | 4,000 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||