Position in SOFI
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$8,103
+$926 QoQ
Shares Held
452
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#784
of 912 holders
Holding Since
Dec 2024
7 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, 2026Ascentis Wealth Management, LLC holds $2,308,772 across 6 Credit Services names. SOFI ranks #6 (0.4% of the industry book) .
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,103 | 452 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $7,177 | 452 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $11,833 | 452 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $132 | 5 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $91 | 5 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $58 | 5 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $77 | 5 | Shares | Sole | 2025-01-10 | |
| No filing history on record for this holder in this stock. | ||||||