Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,101
+$2,260 QoQ
Shares Held
173
+226.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#833
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, 2026Rialto Wealth Management, LLC holds $764,290 across 19 Credit Services names. SOFI ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
1,257 | $431,264 | |
| 2 | MA |
Mastercard Inc
|
318 | $163,324 | |
| 3 | AXP |
American Express Co
|
220 | $74,415 | |
| 4 | FCFS |
FirstCash Holdings, Inc.
|
258 | $55,810 | |
| 5 | COF |
Capital One Financial Corp
|
52 | $10,432 | |
| 6 | ALLY |
Ally Financial Inc.
|
111 | $5,100 | |
| 7 | SYF |
Synchrony Financial
|
59 | $4,486 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
52 | $3,170 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,101 | 173 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $841 | 53 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,811 | 222 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $7,344 | 278 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $12,983 | 713 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $430 | 37 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $6,375 | 414 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||