NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in SOFI — SoFi Technologies, Inc.
CIK 1141802
MILWAUKEE, WI
Position in SOFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,139,867
-$20,677,582 QoQ
Shares Held
286,663
-82.4% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#169
of 913 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $536,162,893 across 20 Credit Services names. SOFI ranks #6 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
611,908 | $209,939,515 | |
| 2 | MA |
Mastercard Inc
|
264,679 | $135,939,134 | |
| 3 | COF |
Capital One Financial Corp
|
441,132 | $88,499,901 | |
| 4 | AXP |
American Express Co
|
237,297 | $80,265,710 | |
| 5 | SYF |
Synchrony Financial
|
71,517 | $5,438,867 | |
| 6 | SOFI |
SoFi Technologies, Inc.
This page
|
286,663 | $5,139,867 | |
| 7 | AFRM |
Affirm Holdings, Inc.
|
50,480 | $4,116,644 | |
| 8 | ALLY |
Ally Financial Inc.
|
81,844 | $3,760,731 |
All Filings in SOFI
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,139,867 | 286,663 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $25,817,449 | 1,625,784 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,694,809 | 141,131 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $3,595,814 | 136,102 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,050,466 | 167,516 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $1,599,241 | 137,510 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,929,680 | 190,239 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,761,265 | 351,306 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,948,039 | 294,711 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $1,309,583 | 179,395 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,160,637 | 116,647 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $906,297 | 113,429 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $892,380 | 107,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $665,745 | 109,678 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $365,250 | 79,230 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $206,975 | 42,413 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $188,592 | 35,786 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $293,176 | 31,024 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $438,095 | 27,710 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $342,420 | 21,563 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $61,209 | 3,193 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||