Jessup Wealth Management, Inc / SOFI
Jessup Wealth Management, Inc’s Sofi Technologies Inc Position
Does Jessup Wealth Management, Inc own Sofi Technologies Inc (SOFI)? Not currently — the last reported position was 518.4K shares worth $4M in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$4M
Q3 2023
Shares
518.4K
% of Portfolio
+2.39%
Quarters Held
1
position exited
Position History SOFI
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 518.4K | $4M | +2.39% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of SOFI.