SEC 13F Intelligence

Mfg Wealth Management, Inc. / SOFI

Mfg Wealth Management, Inc.’s Sofi Technologies Inc Position

Does Mfg Wealth Management, Inc. own Sofi Technologies Inc (SOFI)? Yes — 191.0K shares worth $3M (+2.45% of its 13F portfolio) as of Q2 2026, up from 179.1K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
191.0K
% of Portfolio
+2.45%
Quarters Held
7
currently held

Position History SOFI

Reported value by quarter
Q4 ’24: $2MQ4 ’24Q1 ’25: $2MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $3MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026191.0K$3M+2.45%
Q1 2026179.1K$3M+2.36%
Q4 2025109.0K$3M+2.22%
Q3 2025109.8K$3M+2.19%
Q2 2025161.8K$3M+2.48%
Q1 2025156.3K$2M+1.74%
Q4 2024122.4K$2M+1.73%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mfg Wealth Management, Inc.’s full portfolio or all institutional holders of SOFI.