Position in SOFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$195,903
+$7,710 QoQ
Shares Held
10,926
-7.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#628
of 913 holders
Holding Since
Jun 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 Jun 30, 2026SAGESPRING WEALTH PARTNERS, LLC holds $29,852,077 across 9 Credit Services names. SOFI ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
38,884 | $13,340,711 | |
| 2 | AXP |
American Express Co
|
22,554 | $7,628,890 | |
| 3 | MA |
Mastercard Inc
|
10,211 | $5,244,369 | |
| 4 | COF |
Capital One Financial Corp
|
8,462 | $1,697,646 | |
| 5 | SYF |
Synchrony Financial
|
8,633 | $656,539 | |
| 6 | AFRM |
Affirm Holdings, Inc.
|
5,561 | $453,499 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
9,788 | $422,645 | |
| 8 | ALLY |
Ally Financial Inc.
|
4,611 | $211,875 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $195,903 | 10,926 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $188,193 | 11,851 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $505,247 | 19,299 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $452,257 | 17,118 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $188,764 | 10,366 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||