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Atomi Financial Group’s SoFi Technologies SOFI Stock Holding History

Atomi Financial 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 		$694K Buy
38,730
+133
+0.3% +$2.25K 0.02% 634
2026
Q1 		$613K Buy
38,597
+6,117
+19% +$129K 0.02% 636
2025
Q4 		$850K Buy
32,480
+1,092
+3% +$30.4K 0.02% 463
2025
Q3 		$829K Buy
31,388
+3,836
+14% +$91K 0.03% 449
2025
Q2 		$502K Buy
27,552
+1,888
+7% +$24.9K 0.02% 596
2025
Q1 		$298K Buy
25,664
+4,444
+21% +$64K 0.01% 770
2024
Q4 		$327K Sell
21,220
-33,046
-61% -$429K 0.02% 681
2024
Q3 		$427K Buy
54,266
+3,573
+7% +$26K 0.03% 521
2024
Q2 		$335K Buy
50,693
+5,489
+12% +$38.7K 0.02% 547
2024
Q1 		$330K Sell
45,204
-3,412
-7% -$27.1K 0.03% 500
2023
Q4 		$484K Buy
48,616
+6,196
+15% +$49.2K 0.07% 280
2023
Q3 		$339K Buy
+42,420
New +$373K 0.11% 216
2023
Q2 		– Sell
-13,790
Closed -$83.7K – 287
2023
Q1 		$83.7K Buy
+13,790
New +$83.6K 0.05% 219

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

Atomi Financial Group's SOFI Position: Q2 2026 in Review

Atomi Financial Group increased its SoFi Technologies (SOFI) stake by 0.34% in Q2 2026, buying an estimated $2.25K and bringing the position to 38,730 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #634.

Atomi Financial Group first reported a position in SOFI in Q1 2023 and has held it in 13 quarters since. The position peaked at $850K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Atomi Financial Group held 38,730 shares of SoFi Technologies worth $694K as of Q2 2026.
  • Atomi Financial Group bought 133 SoFi Technologies shares in Q2 2026, an estimated $2.25K.
  • SoFi Technologies made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #634 holding.
  • Atomi Financial Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 13 quarters since.
  • Atomi Financial Group's SoFi Technologies position peaked at $850K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.