Position in SOFI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$3,916,325
-$1,825,315 QoQ
Shares Held
246,620
+12.5% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026TD Asset Management Inc holds $1,972,664,253 across 9 Credit Services names. SOFI ranks #7 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
3,127,726 | $945,323,906 | |
| 2 | AXP |
American Express Co
|
1,698,093 | $513,639,170 | |
| 3 | MA |
Mastercard Inc
|
859,940 | $429,677,619 | |
| 4 | COF |
Capital One Financial Corp
|
256,661 | $46,822,665 | |
| 5 | PYPL |
PayPal Holdings, Inc.
|
466,768 | $21,111,916 | |
| 6 | SYF |
Synchrony Financial
|
139,976 | $9,521,167 | |
| 7 | SOFI |
SoFi Technologies, Inc.
This page
|
246,620 | $3,916,325 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
50,482 | $2,313,085 |
All Filings in SOFI
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,916,325 | 246,620 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,741,640 | 219,314 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,958,769 | 187,690 | Shares | Sole | 2025-11-10 | |
| 2022-03-31 | $6,568,581 | 695,088 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $21,865,040 | 1,382,988 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $11,386,658 | 717,044 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $13,745,733 | 717,044 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||