Albion Financial Group’s SoFi Technologies SOFI Stock Holding History

Albion Financial Group’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	$294K	Hold	16,415	–	–	0.02%	168
2026 Q1	$261K	Hold	16,415	–	–	0.02%	160
2025 Q4	$430K	Hold	16,415	–	–	0.03%	133
2025 Q3	$434K	Hold	16,415	–	–	0.03%	135
2025 Q2	$299K	Hold	16,415	–	–	0.02%	150
2025 Q1	$191K	Hold	16,415	–	–	0.01%	177
2024 Q4	$253K	Hold	16,415	–	–	0.02%	171
2024 Q3	$129K	Hold	16,415	–	–	0.01%	193
2024 Q2	$109K	Hold	16,415	–	–	0.01%	199
2024 Q1	$120K	Hold	16,415	–	–	0.01%	193
2023 Q4	$163K	Hold	16,415	–	–	0.01%	186
2023 Q3	$131K	Hold	16,415	–	–	0.01%	181
2023 Q2	$137K	Hold	16,415	–	–	0.01%	190
2023 Q1	$99.6K	Hold	16,415	–	–	0.01%	185
2022 Q4	$75.7K	Hold	16,415	–	–	0.01%	197
2022 Q3	$80K	Sell	16,415 -16,415	-50%	-$104K	0.01%	194
2022 Q2	$173K	Buy	32,830 +28,589	+674%	+$193K	0.02%	173
2022 Q1	$40K	Hold	4,241	–	–	﹤0.01%	269
2021 Q4	$67K	Hold	4,241	–	–	0.01%	267
2021 Q3	$67K	Buy	+4,241	New	+$66.5K	0.01%	228

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Albion Financial Group's SOFI Position: Q2 2026 in Review

Albion Financial Group held its SoFi Technologies (SOFI) position steady in Q2 2026 at 16,415 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #168.

Albion Financial Group first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $434K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Albion Financial Group held 16,415 shares of SoFi Technologies worth $294K as of Q2 2026.
Albion Financial Group left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.02% of Albion Financial Group's portfolio in Q2 2026, its #168 holding.
Albion Financial Group first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
Albion Financial Group's SoFi Technologies position peaked at $434K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.