Position in SOFI
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$519
-$100 QoQ
Shares Held
29
-25.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#885
of 912 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Dogwood Wealth Management LLC holds $1,237,248 across 12 Credit Services names. SOFI ranks #10 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,157 | $740,045 | |
| 2 | MA |
Mastercard Inc
|
720 | $369,792 | |
| 3 | AXP |
American Express Co
|
157 | $53,105 | |
| 4 | COF |
Capital One Financial Corp
|
195 | $39,120 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
158 | $17,119 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
165 | $5,845 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
119 | $5,138 | |
| 8 | NNI |
Nelnet Inc
|
24 | $3,199 |
All Filings in SOFI
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $519 | 29 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $619 | 39 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $6,047 | 231 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $924 | 35 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||