Anderson Hoagland & Co’s SoFi Technologies SOFI Stock Holding History

Anderson Hoagland & Co’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	$6.64M	Buy	370,133 +34,741	+10%	+$589K	0.52%	52
2026 Q1	$5.33M	Hold	335,392	–	–	0.46%	58
2025 Q4	$8.78M	Hold	335,392	–	–	0.76%	37
2025 Q3	$8.86M	Sell	335,392 -111,449	-25%	-$2.64M	0.8%	38
2025 Q2	$8.14M	Buy	446,841 +864	+0.2%	+$11.4K	0.78%	37
2025 Q1	$4.24M	Hold	445,977	–	–	0.5%	50
2024 Q4	$7.36M	Hold	445,977	–	–	0.76%	40
2024 Q3	$3.74M	Hold	445,977	–	–	0.38%	66
2024 Q2	$2.85M	Hold	445,977	–	–	0.3%	81
2024 Q1	$3.37M	Buy	445,977 +44,976	+11%	+$357K	0.38%	75
2023 Q4	$3.1M	Hold	401,001	–	–	0.38%	74
2023 Q3	$3.2M	Hold	401,001	–	–	0.43%	54
2023 Q2	$3.34M	Hold	401,001	–	–	0.43%	59
2023 Q1	$2.43M	Hold	401,001	–	–	0.35%	74
2022 Q4	$2.17M	Buy	401,001 +112,880	+39%	+$560K	0.32%	81
2022 Q3	$1.41M	Buy	288,121 +931	+0.3%	+$5.89K	0.23%	87
2022 Q2	$1.8M	Buy	+287,190	New	+$1.94M	0.27%	78
2022 Q1	–	Sell	-236,361	Closed	-$3.14M	–	111
2021 Q4	$3.14M	Buy	236,361 +28,494	+14%	+$523K	0.41%	60
2021 Q3	$3.3M	Buy	+207,867	New	+$3.26M	0.42%	60

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

Anderson Hoagland & Co's SOFI Position: Q2 2026 in Review

Anderson Hoagland & Co increased its SoFi Technologies (SOFI) stake by 10% in Q2 2026, buying an estimated $589K and bringing the position to 370,133 shares worth $6.64M. The position accounts for 0.52% of the portfolio, ranked #52.

Anderson Hoagland & Co first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $8.86M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Anderson Hoagland & Co held 370,133 shares of SoFi Technologies worth $6.64M as of Q2 2026.
Anderson Hoagland & Co bought 34,741 SoFi Technologies shares in Q2 2026, an estimated $589K.
SoFi Technologies made up 0.52% of Anderson Hoagland & Co's portfolio in Q2 2026, its #52 holding.
Anderson Hoagland & Co first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
Anderson Hoagland & Co's SoFi Technologies position peaked at $8.86M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.