Baird Financial Group
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Baird Financial Group’s SoFi Technologies SOFI Stock Holding History

Baird 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 		$3.06M Sell
170,770
-357
-0.2% -$6.05K ﹤0.01% 943
2026
Q1 		$2.72M Sell
171,127
-86,919
-34% -$1.83M ﹤0.01% 940
2025
Q4 		$6.76M Sell
258,046
-16,529
-6% -$461K 0.01% 652
2025
Q3 		$7.25M Buy
274,575
+190,121
+225% +$4.51M 0.01% 628
2025
Q2 		$1.54M Buy
84,454
+5,769
+7% +$76.1K ﹤0.01% 1084
2025
Q1 		$915K Sell
78,685
-2,152
-3% -$31K ﹤0.01% 1212
2024
Q4 		$1.24M Buy
80,837
+7,976
+11% +$104K ﹤0.01% 1109
2024
Q3 		$573K Sell
72,861
-522
-0.7% -$3.79K ﹤0.01% 1329
2024
Q2 		$485K Sell
73,383
-50
-0.1% -$353 ﹤0.01% 1403
2024
Q1 		$536K Buy
73,433
+8,251
+13% +$65.5K ﹤0.01% 1360
2023
Q4 		$649K Buy
+65,182
New +$518K ﹤0.01% 1279
2023
Q2 		– Sell
-73,820
Closed -$448K – 1753
2023
Q1 		$448K Buy
73,820
+1,285
+2% +$7.79K ﹤0.01% 1355
2022
Q4 		$335K Buy
+72,535
New +$360K ﹤0.01% 1422

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

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

Baird Financial Group reduced its SoFi Technologies (SOFI) stake by 0.21% in Q2 2026, selling an estimated $6.05K and leaving 170,770 shares worth $3.06M. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Baird Financial Group first reported a position in SOFI in Q4 2022 and has held it in 13 quarters since. The position peaked at $7.25M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Baird Financial Group held 170,770 shares of SoFi Technologies worth $3.06M as of Q2 2026.
  • Baird Financial Group sold 357 SoFi Technologies shares in Q2 2026, an estimated $6.05K.
  • SoFi Technologies made up ﹤0.01% of Baird Financial Group's portfolio in Q2 2026, its #943 holding.
  • Baird Financial Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 13 quarters since.
  • Baird Financial Group's SoFi Technologies position peaked at $7.25M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Baird Financial Group's 13F filing for Q2 2026, filed 12 Aug 2026.