NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
Position in SOFI — SoFi Technologies, Inc.
CIK 1141802
MILWAUKEE, WI
Position in SOFI
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$25,817,449
+$22,122,640 QoQ
Shares Held
1,625,784
+1052.0% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Mar 31, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $486,793,804 across 22 Credit Services names. SOFI ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
579,263 | $175,076,449 | |
| 2 | MA |
Mastercard Inc
|
257,276 | $128,550,526 | |
| 3 | COF |
Capital One Financial Corp
|
412,605 | $75,271,530 | |
| 4 | AXP |
American Express Co
|
230,345 | $69,674,755 | |
| 5 | SOFI |
SoFi Technologies, Inc.
This page
|
1,625,784 | $25,817,449 | |
| 6 | SYF |
Synchrony Financial
|
60,236 | $4,097,252 | |
| 7 | ALLY |
Ally Financial Inc.
|
82,954 | $3,254,285 | |
| 8 | PYPL |
PayPal Holdings, Inc.
|
48,777 | $2,206,183 |
All Filings in SOFI
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||