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A&I Financial Services’s SoFi Technologies SOFI Stock Holding History

A&I Financial Services’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$179K Hold
10,000
– – 0.08% 72
2026
Q1 		$159K Hold
10,000
– – 0.08% 73
2025
Q4 		$262K Buy
+10,000
New +$279K 0.12% 69

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

A&I Financial Services's SOFI Position: Q2 2026 in Review

A&I Financial Services held its SoFi Technologies (SOFI) position steady in Q2 2026 at 10,000 shares worth $179K. The position accounts for 0.08% of the portfolio, ranked #72.

A&I Financial Services first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $262K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • A&I Financial Services held 10,000 shares of SoFi Technologies worth $179K as of Q2 2026.
  • A&I Financial Services left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.08% of A&I Financial Services's portfolio in Q2 2026, its #72 holding.
  • A&I Financial Services first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • A&I Financial Services's SoFi Technologies position peaked at $262K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on A&I Financial Services's 13F filing for Q2 2026, filed 9 Jul 2026.