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Aldebaran Financial’s SoFi Technologies SOFI Stock Holding History

Aldebaran Financial’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 		$298K Sell
16,629
-731
-4% -$12.4K 0.24% 64
2026
Q1 		$276K Hold
17,360
– – 0.26% 65
2025
Q4 		$461K Sell
17,360
-6,855
-28% -$191K 0.43% 48
2025
Q3 		$640K Sell
24,215
-1,010
-4% -$24K 0.64% 38
2025
Q2 		$459K Sell
25,225
-6,400
-20% -$84.4K 0.51% 46
2025
Q1 		$368K Sell
31,625
-215
-0.7% -$3.1K 0.45% 51
2024
Q4 		$498K Sell
31,840
-3,760
-11% -$48.8K 0.58% 45
2024
Q3 		$280K Sell
35,600
-4,000
-10% -$29.1K 0.33% 58
2024
Q2 		$262K Sell
39,600
-3,145
-7% -$22.2K 0.34% 57
2024
Q1 		$312K Sell
42,745
-3,375
-7% -$26.8K 0.44% 49
2023
Q4 		$459K Sell
46,120
-3,165
-6% -$25.2K 0.68% 40
2023
Q3 		$394K Sell
49,285
-2,760
-5% -$24.3K 0.61% 42
2023
Q2 		$434K Sell
52,045
-18,160
-26% -$118K 0.59% 44
2023
Q1 		$426K Sell
70,205
-64,097
-48% -$389K 0.55% 48
2022
Q4 		$619K Buy
134,302
+2,172
+2% +$10.8K 0.67% 46
2022
Q3 		$651K Buy
132,130
+46,302
+54% +$293K 0.72% 43
2022
Q2 		$455K Sell
85,828
-5,843
-6% -$39.5K 0.48% 51
2022
Q1 		$866K Buy
91,671
+29,450
+47% +$338K 0.67% 42
2021
Q4 		$984K Buy
62,221
+43,221
+227% +$793K 0.73% 40
2021
Q3 		$302K Buy
19,000
+6,700
+54% +$105K 0.24% 66
2021
Q2 		$229K Buy
+12,300
New +$228K 0.19% 81

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

Aldebaran Financial's SOFI Position: Q2 2026 in Review

Aldebaran Financial reduced its SoFi Technologies (SOFI) stake by 4.2% in Q2 2026, selling an estimated $12.4K and leaving 16,629 shares worth $298K. The position accounts for 0.24% of the portfolio, ranked #64.

Aldebaran Financial first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $984K in Q4 2021. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Aldebaran Financial held 16,629 shares of SoFi Technologies worth $298K as of Q2 2026.
  • Aldebaran Financial sold 731 SoFi Technologies shares in Q2 2026, an estimated $12.4K.
  • SoFi Technologies made up 0.24% of Aldebaran Financial's portfolio in Q2 2026, its #64 holding.
  • Aldebaran Financial first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Aldebaran Financial's SoFi Technologies position peaked at $984K in Q4 2021.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Aldebaran Financial's 13F filing for Q2 2026, filed 13 Aug 2026.