Bernard Wealth Management Corp.
Position in SOFI — SoFi Technologies, Inc.
CIK 2056313
ROYAL OAK, MI
Position in SOFI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,176
-$2,060 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026Bernard Wealth Management Corp. holds $4,026,311 across 7 Credit Services names. SOFI ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
11,078 | $3,348,214 | |
| 2 | COF |
Capital One Financial Corp
|
1,600 | $291,888 | |
| 3 | MA |
Mastercard Inc
|
504 | $251,828 | |
| 4 | AXP |
American Express Co
|
367 | $111,010 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
404 | $18,272 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
200 | $3,176 | |
| 7 | JCAP |
Jefferson Capital, Inc. / DE
|
100 | $1,923 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,176 | 200 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,236 | 200 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $5,284 | 200 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $3,642 | 200 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,163 | 100 | Shares | Sole | 2025-04-16 | |
| No filing history on record for this holder in this stock. | ||||||