Position in SOFI
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$378,323
+$219,523 QoQ
Shares Held
21,100
+111.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.43%
of 13F equity value
Holder Rank
#495
of 913 holders
Holding Since
Mar 2026
2 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, 2026Alpha Wealth Funds, LLC holds $378,323 across 1 Credit Services name. SOFI ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
21,100 | $378,323 |
All Filings in SOFI
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $378,323 | 21,100 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $158,800 | 10,000 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||