Belmont Capital’s SoFi Technologies SOFI Stock Holding History

Belmont Capital’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
2025 Q2	$2.55M	Hold	140,000	–	–	0.39%	21
2025 Q1	$1.63M	Sell	140,000 -102,350	-42%	-$1.48M	0.29%	29
2024 Q4	$3.73M	Hold	242,350	–	–	0.61%	21
2024 Q3	$1.9M	Hold	242,350	–	–	0.32%	30
2024 Q2	$1.6M	Hold	242,350	–	–	0.3%	28
2024 Q1	$1.77M	Hold	242,350	–	–	0.48%	23
2023 Q4	$2.41M	Hold	242,350	–	–	1.03%	14
2023 Q3	$1.94M	Hold	242,350	–	–	1.05%	15
2023 Q2	$2.02M	Hold	242,350	–	–	1.14%	15
2023 Q1	$1.47M	Hold	242,350	–	–	1.22%	12
2022 Q4	$1.12M	Hold	242,350	–	–	1.19%	11
2022 Q3	$1.18M	Hold	242,350	–	–	1.4%	10
2022 Q2	$1.28M	Buy	+242,350	New	+$1.64M	1.55%	9
2022 Q1	–	Sell	-242,350	Closed	-$3.83M	–	79
2021 Q4	$3.83M	Sell	242,350 -150,000	-38%	-$2.75M	3%	5
2021 Q3	$6.23M	Buy	+392,350	New	+$6.15M	5.06%	5

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Belmont Capital's SOFI Position: Q2 2025 in Review

Belmont Capital held its SoFi Technologies (SOFI) position steady in Q2 2025 at 140,000 shares worth $2.55M. The position accounts for 0.39% of the portfolio, ranked #21.

Belmont Capital first reported a position in SOFI in Q3 2021 and has held it in 15 quarters since. The position peaked at $6.23M in Q3 2021. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

Belmont Capital held 140,000 shares of SoFi Technologies worth $2.55M as of Q2 2025.
Belmont Capital left its SoFi Technologies share count unchanged in Q2 2025.
SoFi Technologies made up 0.39% of Belmont Capital's portfolio in Q2 2025, its #21 holding.
Belmont Capital first reported a position in SoFi Technologies in Q3 2021 and has held it in 15 quarters since.
Belmont Capital's SoFi Technologies position peaked at $6.23M in Q3 2021.
745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Belmont Capital's 13F filing for Q2 2025, filed 12 Aug 2025.