Position in SOFI
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$71,720
+$8,200 QoQ
Shares Held
4,000
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#680
of 913 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026WealthCollab, LLC holds $762,878 across 17 Credit Services names. SOFI ranks #4 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AXP |
American Express Co
|
638 | $215,803 | |
| 2 | V |
Visa Inc.
|
334 | $114,591 | |
| 3 | FINV |
FinVolution Group
|
15,231 | $72,956 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
4,000 | $71,720 | |
| 5 | WU |
Western Union CO
|
8,980 | $69,146 | |
| 6 | COF |
Capital One Financial Corp
|
200 | $40,124 | |
| 7 | MA |
Mastercard Inc
|
60 | $30,816 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
593 | $25,605 |
All Filings in SOFI
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $71,720 | 4,000 | Shares | Sole | 2026-08-10 | |
| 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 | 2024-08-13 | |
| 2024-03-31 | $29,200 | 4,000 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||