TSFG, LLC

Position in SOFI — SoFi Technologies, Inc.

CIK 1800513 LAKE FOREST, IL

Position in SOFI

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$7,925

+$907 QoQ

Shares Held

442

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#787

of 912 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TSFG, LLC holds $451,267 across 6 Credit Services names. SOFI ranks #6 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	V	Visa Inc.	775	$265,894
2	COF	Capital One Financial Corp	718	$144,045
3	MA	Mastercard Inc	26	$13,353
4	PYPL	PayPal Holdings, Inc.	245	$10,579
5	AXP	American Express Co	28	$9,471
6	SOFI	SoFi Technologies, Inc. This page	442	$7,925

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,925	442	0.0%	Shares	Sole	2026-07-23
2026-03-31	$7,018	442	0.0%	Shares	Sole	2026-04-27
2025-12-31	$11,571	442	0.0%	Shares	Sole	2026-02-04
2025-09-30	$11,677	442	0.0%	Shares	Sole	2025-11-04
2025-06-30	$8,048	442	0.0%	Shares	Sole	2025-08-05
2025-03-31	$5,140	442	+18.5%	Shares	Sole	2025-04-24
2024-12-31	$5,744	373	0.0%	Shares	Sole	2025-01-13
2024-09-30	$2,931	373	0.0%	Shares	Sole	2024-10-15
2024-06-30	$2	373	0.0%	Shares	Sole	2024-07-16
2024-03-31	$2,722	373	0.0%	Shares	Sole	2024-04-16
2023-12-31	$3,711	373	-21.1%	Shares	Sole	2024-01-24
2023-09-30	$3,779	473	0.0%	Shares	Sole	2023-10-10
2023-06-30	$3,944	473	0.0%	Shares	Sole	2023-07-10
2023-03-31	$2,871	473	0.0%	Shares	Sole	2023-04-21
2022-12-31	$2,180	473	-45.7%	Shares	Sole	2023-01-19
2022-09-30	$4,250	871	0.0%	Shares	Sole	2022-10-20
2022-06-30	$4,590	871	+771.0%	Shares	Sole	2022-07-13
2021-12-31	$1,581	100	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.