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Anchor Investment Management’s SoFi Technologies SOFI Stock Holding History

Anchor Investment Management’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 		$17.6K Buy
983
+525
+115% +$8.89K ﹤0.01% 790
2026
Q1 		$7.27K Hold
458
– – ﹤0.01% 854
2025
Q4 		$12K Buy
458
+441
+2,594% +$12.3K ﹤0.01% 794
2025
Q3 		$449 Hold
17
– – ﹤0.01% 1038
2025
Q2 		$310 Buy
+17
New +$224 ﹤0.01% 1022
2025
Q1 		– Sell
-252
Closed -$3.88K – 1052
2024
Q4 		$3.88K Buy
252
+240
+2,000% +$3.12K ﹤0.01% 895
2024
Q3 		$94 Buy
12
+11
+1,100% +$80 ﹤0.01% 1040
2024
Q2 		$7 Hold
1
– – ﹤0.01% 999
2024
Q1 		$7 Buy
+1
New +$8 ﹤0.01% 1030
2022
Q4 		– Sell
-191
Closed -$932 – 978
2022
Q3 		$932 Buy
+191
New +$1.21K ﹤0.01% 938

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

Anchor Investment Management's SOFI Position: Q2 2026 in Review

Anchor Investment Management increased its SoFi Technologies (SOFI) stake by 115% in Q2 2026, buying an estimated $8.89K and bringing the position to 983 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #790.

Anchor Investment Management first reported a position in SOFI in Q3 2022 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Anchor Investment Management held 983 shares of SoFi Technologies worth $17.6K as of Q2 2026.
  • Anchor Investment Management bought 525 SoFi Technologies shares in Q2 2026, an estimated $8.89K.
  • SoFi Technologies made up ﹤0.01% of Anchor Investment Management's portfolio in Q2 2026, its #790 holding.
  • Anchor Investment Management first reported a position in SoFi Technologies in Q3 2022 and has held it in 10 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.