SoFi Technologies, Inc.
MX ˙ BMV ˙ US83406F1021
SecurityMX:SOFI / SoFi Technologies, Inc.
InstitutionNorthwest Wealth Management, Llc
Latest Disclosed Ownership15,804 shares
Latest Disclosed Value $ 250,968
Northwest Wealth Management, Llc reports 0.20% decrease in ownership of SOFI / SoFi Technologies, Inc.

On April 14, 2026 - Northwest Wealth Management, Llc filed a 13F-HR form disclosing ownership of 15,804 shares of SoFi Technologies, Inc. (MX:SOFI) valued at $250,968 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 15,836 shares of SoFi Technologies, Inc.. This represents a change in shares of -0.20% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-14 2026-03-31 13F SOFI TECHNOLOGIES COM 83406F102 15,804 -32 -0.20 251 -39.61 0.0377
2026-01-14 2025-12-31 13F SOFI TECHNOLOGIES COM 83406F102 15,836 2 0.01 415 -0.96 0.0652
2025-10-14 2025-09-30 13F SOFI TECHNOLOGIES COM 83406F102 15,834 59 0.37 418 45.64 0.0689
2025-07-17 2025-06-30 13F SOFI TECHNOLOGIES COM 83406F102 15,775 -125 -0.79 287 55.98 0.0519
2025-04-25 2025-03-31 13F SOFI TECHNOLOGIES COM 83406F102 15,900 301 1.93 185 -23.33 0.0368
2025-02-10 2024-12-31 13F SOFI TECHNOLOGIES COM 83406F102 15,599 293 1.91 240 100.00 0.0509
2024-11-04 2024-09-30 13F SOFI TECHNOLOGIES COM 83406F102 15,306 306 2.04 120 21.21 0.0281
2024-08-05 2024-06-30 13F SOFI TECHNOLOGIES COM 83406F102 15,000 0 0.00 99 -9.17 0.0257
2024-05-14 2024-03-31 13F SOFI TECHNOLOGIES COM 83406F102 15,000 5,000 50.00 110 10.10 0.0300
2024-02-14 2023-12-31 13F SOFI TECHNOLOGIES COM 83406F102 10,000 0 0.00 100 25.32 0.0300
2023-11-01 2023-09-30 13F SOFI TECHNOLOGIES COM 83406F102 10,000 10,000 80 0.0288
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.