Position in SOFI
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$26,464
+$326 QoQ
Shares Held
1,476
-10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#722
of 913 holders
Holding Since
Dec 2022
15 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, 2026TFC Financial Management, Inc. holds $2,415,641 across 14 Credit Services names. SOFI ranks #4 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
2,553 | $1,311,220 | |
| 2 | V |
Visa Inc.
|
2,184 | $749,308 | |
| 3 | AXP |
American Express Co
|
855 | $289,203 | |
| 4 | SOFI |
SoFi Technologies, Inc.
This page
|
1,476 | $26,464 | |
| 5 | SYF |
Synchrony Financial
|
232 | $17,643 | |
| 6 | COF |
Capital One Financial Corp
|
76 | $15,247 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
105 | $4,533 | |
| 8 | SLM |
SLM Corp
|
26 | $674 |
All Filings in SOFI
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,464 | 1,476 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $26,138 | 1,646 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $13,508 | 516 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,632 | 516 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,611 | 418 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $3,698 | 318 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $149,657 | 9,718 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $76,776 | 9,768 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $62,510 | 9,457 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $69,036 | 9,457 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $94,097 | 9,457 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $75,561 | 9,457 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $42,175 | 5,057 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $30,350 | 5,000 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $23,050 | 5,000 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||