Position in SOFI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$380,886
+$55,204 QoQ
Shares Held
21,243
+3.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 912 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SOFI Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026TCW GROUP INC holds $347,972,057 across 9 Credit Services names. SOFI ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | V |
Visa Inc.
|
546,556 | $187,517,897 | |
| 2 | MA |
Mastercard Inc
|
291,753 | $149,844,340 | |
| 3 | OMF |
OneMain Holdings, Inc.
|
59,193 | $3,608,997 | |
| 4 | AXP |
American Express Co
|
9,060 | $3,064,545 | |
| 5 | COF |
Capital One Financial Corp
|
10,450 | $2,096,479 | |
| 6 | PYPL |
PayPal Holdings, Inc.
|
14,831 | $640,402 | |
| 7 | SYF |
Synchrony Financial
|
5,665 | $430,823 | |
| 8 | AFRM |
Affirm Holdings, Inc.
|
4,754 | $387,688 |
All Filings in SOFI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,886 | 21,243 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $325,682 | 20,509 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $510,928 | 19,516 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||