VALLEY WEALTH MANAGERS, INC.

Position in SOFI — SoFi Technologies, Inc.

CIK 924166 PARAMUS, NJ

Position in SOFI

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$17,266

+$1,974 QoQ

Shares Held

963

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#751

of 912 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

VALLEY WEALTH MANAGERS, INC. holds $2,569,759 across 5 Credit Services names. SOFI ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	6,972	$2,392,023
2	MA	Mastercard Inc	262	$134,563
3	AXP	American Express Co	76	$25,707
4	SOFI	SoFi Technologies, Inc. This page	963	$17,266
5	COF	Capital One Financial Corp	1	$200

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,266	963	0.0%	Shares	Sole	2026-08-04
2026-03-31	$15,292	963	0.0%	Shares	Sole	2026-05-06
2025-12-31	$25,211	963	—	Shares	Sole	2026-02-04
No filing history on record for this holder in this stock.