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Bare Financial Services’s SoFi Technologies SOFI Stock Holding History

Bare Financial Services’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 		$610 Sell
34
-18
-35% -$305 ﹤0.01% 1584
2026
Q1 		$826 Sell
52
-11
-17% -$232 ﹤0.01% 1330
2025
Q4 		$1.65K Sell
63
-19
-23% -$529 ﹤0.01% 929
2025
Q3 		$2.17K Hold
82
– – ﹤0.01% 792
2025
Q2 		$1.49K Buy
+82
New +$1.08K ﹤0.01% 797

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

Bare Financial Services's SOFI Position: Q2 2026 in Review

Bare Financial Services reduced its SoFi Technologies (SOFI) stake by 35% in Q2 2026, selling an estimated $305 and leaving 34 shares worth $610. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Bare Financial Services first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.17K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bare Financial Services held 34 shares of SoFi Technologies worth $610 as of Q2 2026.
  • Bare Financial Services sold 18 SoFi Technologies shares in Q2 2026, an estimated $305.
  • SoFi Technologies made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #1584 holding.
  • Bare Financial Services first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Bare Financial Services's SoFi Technologies position peaked at $2.17K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.