Sullivan Wood Capital Management LLC
Position in SOFI — SoFi Technologies, Inc.
CIK 2077718
WASHINGTON, DC
Position in SOFI
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$4,489,582
+$1,128,660 QoQ
Shares Held
250,395
+18.3% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
6.56%
of 13F equity value
Holder Rank
#181
of 913 holders
Holding Since
Jun 2025
5 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, 2026Sullivan Wood Capital Management LLC holds $4,489,582 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
|
250,395 | $4,489,582 |
All Filings in SOFI
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,489,582 | 250,395 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,360,922 | 211,645 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,998,940 | 190,945 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,020,991 | 152,195 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $2,798,785 | 153,695 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||