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Belpointe Asset Management’s SoFi Technologies SOFI Stock Holding History

Belpointe 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 		$1.3M Buy
72,255
+48,865
+209% +$828K 0.04% 411
2026
Q1 		$371K Sell
23,390
-39,021
-63% -$823K 0.01% 791
2025
Q4 		$1.63M Sell
62,411
-1,319
-2% -$36.8K 0.06% 269
2025
Q3 		$1.68M Sell
63,730
-12,822
-17% -$304K 0.06% 260
2025
Q2 		$1.39M Buy
76,552
+57,265
+297% +$755K 0.06% 266
2025
Q1 		$224K Sell
19,287
-15,726
-45% -$227K 0.01% 823
2024
Q4 		$280K Sell
35,013
-173
-0.5% -$2.25K 0.02% 684
2024
Q3 		$277K Buy
35,186
+1,565
+5% +$11.4K 0.02% 691
2024
Q2 		$222K Sell
33,621
-3,771
-10% -$26.6K 0.02% 690
2024
Q1 		$273K Buy
37,392
+15,767
+73% +$125K 0.02% 631
2023
Q4 		$215K Buy
21,625
+4,527
+26% +$36K 0.02% 636
2023
Q3 		$137K Buy
+17,098
New +$150K 0.01% 620
2023
Q2 		– Sell
-6,155
Closed -$37.4K – 2961
2023
Q1 		$37.4K Sell
6,155
-6,665
-52% -$40.4K ﹤0.01% 1884
2022
Q4 		$59.1K Buy
+12,820
New +$63.6K ﹤0.01% 1505
2022
Q1 		– Sell
-9,406
Closed -$149K – 1300
2021
Q4 		$149K Sell
9,406
-6,544
-41% -$120K 0.01% 1018
2021
Q3 		$254K Buy
+15,950
New +$250K 0.02% 767

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Belpointe Asset Management's SOFI Position: Q2 2026 in Review

Belpointe Asset Management increased its SoFi Technologies (SOFI) stake by 209% in Q2 2026, buying an estimated $828K and bringing the position to 72,255 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #411.

Belpointe Asset Management first reported a position in SOFI in Q3 2021 and has held it in 16 quarters since. The position peaked at $1.68M in Q3 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Belpointe Asset Management held 72,255 shares of SoFi Technologies worth $1.3M as of Q2 2026.
  • Belpointe Asset Management bought 48,865 SoFi Technologies shares in Q2 2026, an estimated $828K.
  • SoFi Technologies made up 0.04% of Belpointe Asset Management's portfolio in Q2 2026, its #411 holding.
  • Belpointe Asset Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 16 quarters since.
  • Belpointe Asset Management's SoFi Technologies position peaked at $1.68M in Q3 2025.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.