STEINBERGANNA WEALTH MANAGEMENT
Position in SOFI — SoFi Technologies, Inc.
CIK 2089528
HUNTINGTON, NY
Position in SOFI
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,442,468
+$164,922 QoQ
Shares Held
80,450
0.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#304
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, 2026STEINBERGANNA WEALTH MANAGEMENT holds $1,763,468 across 2 Credit Services names. SOFI ranks #1 (81.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SOFI |
SoFi Technologies, Inc.
This page
|
80,450 | $1,442,468 | |
| 2 | MA |
Mastercard Inc
|
625 | $321,000 |
All Filings in SOFI
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,442,468 | 80,450 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $1,277,546 | 80,450 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,106,181 | 80,450 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,191,803 | 82,960 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||