Baker Avenue Asset Management’s SoFi Technologies SOFI Stock Holding History

Baker Avenue Asset 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	$2.07M	Buy	115,400 +95	+0.1%	+$1.61K	0.04%	223
2026 Q1	$1.83M	Buy	115,305 +14	+0%	+$295	0.04%	219
2025 Q4	$3.02M	Sell	115,291 -184	-0.2%	-$5.13K	0.07%	174
2025 Q3	$3.05M	Buy	+115,475	New	+$2.74M	0.07%	172
2023 Q3	–	Sell	-45	Closed	-$375	–	1724
2023 Q2	$375	Hold	45	–	–	﹤0.01%	1494
2023 Q1	$273	Sell	45 -1,250	-97%	-$7.58K	﹤0.01%	1579
2022 Q4	$5.97K	Buy	+1,295	New	+$6.42K	﹤0.01%	787

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Baker Avenue Asset Management's SOFI Position: Q2 2026 in Review

Baker Avenue Asset Management increased its SoFi Technologies (SOFI) stake by 0.08% in Q2 2026, buying an estimated $1.61K and bringing the position to 115,400 shares worth $2.07M. The position accounts for 0.04% of the portfolio, ranked #223.

Baker Avenue Asset Management first reported a position in SOFI in Q4 2022 and has held it in 7 quarters since. The position peaked at $3.05M in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Baker Avenue Asset Management held 115,400 shares of SoFi Technologies worth $2.07M as of Q2 2026.
Baker Avenue Asset Management bought 95 SoFi Technologies shares in Q2 2026, an estimated $1.61K.
SoFi Technologies made up 0.04% of Baker Avenue Asset Management's portfolio in Q2 2026, its #223 holding.
Baker Avenue Asset Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 7 quarters since.
Baker Avenue Asset Management's SoFi Technologies position peaked at $3.05M in Q3 2025.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.