Bensler’s SoFi Technologies SOFI Stock Holding History

Bensler’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	$308K	Sell	17,200 -250	-1%	-$4.24K	0.03%	163
2026 Q1	$277K	Hold	17,450	–	–	0.03%	157
2025 Q4	$457K	Buy	17,450 +600	+4%	+$16.7K	0.05%	125
2025 Q3	$445K	Hold	16,850	–	–	0.05%	121
2025 Q2	$307K	Hold	16,850	–	–	0.03%	132
2025 Q1	$196K	Sell	16,850 -290	-2%	-$4.18K	0.02%	156
2024 Q4	$264K	Sell	17,140 -43	-0.3%	-$559	0.03%	141
2024 Q3	$135K	Sell	17,183 -1,547	-8%	-$11.2K	0.02%	162
2024 Q2	$124K	Hold	18,730	–	–	0.02%	162
2024 Q1	$137K	Hold	18,730	–	–	0.02%	155
2023 Q4	$186K	Buy	18,730 +800	+4%	+$6.36K	0.03%	153
2023 Q3	$143K	Buy	17,930 +840	+5%	+$7.39K	0.03%	151
2023 Q2	$143K	Hold	17,090	–	–	0.03%	152
2023 Q1	$104K	Hold	17,090	–	–	0.02%	152
2022 Q4	$78.8K	Buy	17,090 +700	+4%	+$3.47K	0.02%	153
2022 Q3	$80K	Hold	16,390	–	–	0.02%	148
2022 Q2	$86.4K	Buy	+16,390	New	+$111K	0.02%	153

Other funds holding SOFI

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

Norges Bank Oslo, Norway $1T AUM

Bensler's SOFI Position: Q2 2026 in Review

Bensler reduced its SoFi Technologies (SOFI) stake by 1.4% in Q2 2026, selling an estimated $4.24K and leaving 17,200 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #163.

Bensler first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $457K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Bensler held 17,200 shares of SoFi Technologies worth $308K as of Q2 2026.
Bensler sold 250 SoFi Technologies shares in Q2 2026, an estimated $4.24K.
SoFi Technologies made up 0.03% of Bensler's portfolio in Q2 2026, its #163 holding.
Bensler first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
Bensler's SoFi Technologies position peaked at $457K in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bensler's 13F filing for Q2 2026, filed 23 Jul 2026.