AlphaGrep UK’s SoFi Technologies SOFI Stock Holding History

AlphaGrep UK’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	–	Sell	-14,179	Closed	-$225K	–	938
2026 Q1	$225K	Buy	14,179 +5,623	+66%	+$119K	0.07%	667
2025 Q4	$224K	Buy	+8,556	New	+$238K	0.07%	580

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

AlphaGrep UK's SOFI Position: Q2 2026 in Review

AlphaGrep UK sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 14,179 shares — an estimated $225K sold.

AlphaGrep UK first reported a position in SOFI in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 867 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

AlphaGrep UK reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
AlphaGrep UK sold 14,179 SoFi Technologies shares in Q2 2026, an estimated $225K.
AlphaGrep UK first reported a position in SoFi Technologies in Q4 2025 and held it in 2 quarters.
AlphaGrep UK's SoFi Technologies position peaked at $225K in Q1 2026.
867 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on AlphaGrep UK's 13F filing for Q2 2026, filed 14 Aug 2026.