Position in SOFI
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$896
+$102 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#872
of 913 holders
Holding Since
Dec 2025
3 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, 2026GILPIN WEALTH MANAGEMENT, LLC holds $961,049 across 14 Credit Services names. SOFI ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
2,745 | $941,782 | |
| 2 | MA |
Mastercard Inc
|
14 | $7,190 | |
| 3 | PYPL |
PayPal Holdings, Inc.
|
100 | $4,318 | |
| 4 | AXP |
American Express Co
|
9 | $3,044 | |
| 5 | BFH |
Bread Financial Holdings, Inc.
|
10 | $1,083 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
50 | $896 | |
| 7 | ENVA |
Enova International, Inc.
|
3 | $722 | |
| 8 | SEZL |
Sezzle Inc.
|
3 | $514 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $896 | 50 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $794 | 50 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,309 | 50 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||