Westmount Partners, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 2051491 LOS ANGELES, CA

Position in SOFI

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$315,101

+$20,146 QoQ

Shares Held

17,574

-5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#529

of 912 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $3,971,730 across 4 Credit Services names. SOFI ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,515	$2,235,231
2	AXP	American Express Co	2,163	$731,634
3	MA	Mastercard Inc	1,343	$689,764
4	SOFI	SoFi Technologies, Inc. This page	17,574	$315,101

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$315,101	17,574	-5.4%	Shares	Sole	2026-07-07
2026-03-31	$294,955	18,574	—	Shares	Sole	2026-04-16
No filing history on record for this holder in this stock.