AmeriFlex Group’s SoFi Technologies SOFI Stock Holding History

AmeriFlex 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	$503	Sell	28 -410	-94%	-$6.95K	﹤0.01%	1497
2026 Q1	$6.96K	Hold	438	–	–	﹤0.01%	787
2025 Q4	$11.5K	Sell	438 -438	-50%	-$12.2K	0.01%	698
2025 Q3	$23.1K	Buy	+876	New	+$20.8K	0.01%	623
2025 Q2	–	Sell	-164	Closed	-$1.91K	–	1260
2025 Q1	$1.91K	Hold	164	–	–	﹤0.01%	1147
2024 Q4	$2.59K	Buy	+164	New	+$2.13K	﹤0.01%	1015

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

AmeriFlex Group's SOFI Position: Q2 2026 in Review

AmeriFlex Group reduced its SoFi Technologies (SOFI) stake by 94% in Q2 2026, selling an estimated $6.95K and leaving 28 shares worth $503. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

AmeriFlex Group first reported a position in SOFI in Q4 2024 and has held it in 6 quarters since. The position peaked at $23.1K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

AmeriFlex Group held 28 shares of SoFi Technologies worth $503 as of Q2 2026.
AmeriFlex Group sold 410 SoFi Technologies shares in Q2 2026, an estimated $6.95K.
SoFi Technologies made up ﹤0.01% of AmeriFlex Group's portfolio in Q2 2026, its #1497 holding.
AmeriFlex Group first reported a position in SoFi Technologies in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's SoFi Technologies position peaked at $23.1K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.