Position in SOFI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,424,916
+$580,824 QoQ
Shares Held
191,016
+6.7% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
3.30%
of 13F equity value
Holder Rank
#206
of 912 holders
Holding Since
Dec 2024
7 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, 2026MFG WEALTH MANAGEMENT, INC. holds $3,424,916 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
191,016 | $3,424,916 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,424,916 | 191,016 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $2,844,092 | 179,099 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,853,017 | 108,977 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $2,900,281 | 109,776 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,946,833 | 161,825 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $1,817,501 | 156,277 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,884,806 | 122,390 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||