Position in SOFI
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$251
+$29 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#895
of 912 holders
Holding Since
Jun 2025
5 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, 2026TRUST CO OF TOLEDO NA /OH/ holds $23,159,750 across 9 Credit Services names. SOFI ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
17,421 | $8,947,425 | |
| 2 | V |
Visa Inc.
|
23,641 | $8,110,990 | |
| 3 | AXP |
American Express Co
|
14,894 | $5,037,895 | |
| 4 | ALLY |
Ally Financial Inc.
|
17,649 | $810,970 | |
| 5 | COF |
Capital One Financial Corp
|
781 | $156,683 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
971 | $41,927 | |
| 7 | FCFS |
FirstCash Holdings, Inc.
|
152 | $32,880 | |
| 8 | OMF |
OneMain Holdings, Inc.
|
340 | $20,729 |
All Filings in SOFI
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251 | 14 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $222 | 14 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $366 | 14 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $369 | 14 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $254 | 14 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||