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Ballentine Partners’s SoFi Technologies SOFI Stock Holding History

Ballentine Partners’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 		$262K Buy
14,608
+601
+4% +$10.2K ﹤0.01% 867
2026
Q1 		$222K Sell
14,007
-305
-2% -$6.43K ﹤0.01% 889
2025
Q4 		$375K Sell
14,312
-142
-1% -$3.96K 0.01% 614
2025
Q3 		$382K Buy
14,454
+240
+2% +$5.7K 0.01% 600
2025
Q2 		$259K Sell
14,214
-434
-3% -$5.72K ﹤0.01% 754
2025
Q1 		$170K Buy
14,648
+1,497
+11% +$21.6K ﹤0.01% 823
2024
Q4 		$203K Sell
13,151
-31
-0.2% -$403 ﹤0.01% 780
2024
Q3 		$104K Sell
13,182
-940
-7% -$6.83K ﹤0.01% 800
2024
Q2 		$93.3K Buy
14,122
+967
+7% +$6.82K ﹤0.01% 729
2024
Q1 		$96K Buy
13,155
+842
+7% +$6.69K ﹤0.01% 709
2023
Q4 		$123K Buy
12,313
+169
+1% +$1.34K ﹤0.01% 652
2023
Q3 		$97K Buy
12,144
+143
+1% +$1.26K ﹤0.01% 580
2023
Q2 		$100K Buy
12,001
+856
+8% +$5.58K ﹤0.01% 580
2023
Q1 		$67.7K Buy
11,145
+452
+4% +$2.74K ﹤0.01% 555
2022
Q4 		$49.3K Buy
+10,693
New +$53K ﹤0.01% 503

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

Ballentine Partners's SOFI Position: Q2 2026 in Review

Ballentine Partners increased its SoFi Technologies (SOFI) stake by 4.3% in Q2 2026, buying an estimated $10.2K and bringing the position to 14,608 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #867.

Ballentine Partners first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $382K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ballentine Partners held 14,608 shares of SoFi Technologies worth $262K as of Q2 2026.
  • Ballentine Partners bought 601 SoFi Technologies shares in Q2 2026, an estimated $10.2K.
  • SoFi Technologies made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #867 holding.
  • Ballentine Partners first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
  • Ballentine Partners's SoFi Technologies position peaked at $382K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.