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Bleakley Financial Group’s SoFi Technologies SOFI Stock Holding History

Bleakley Financial Group’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 		$386K Buy
21,502
+3,089
+17% +$52.3K ﹤0.01% 840
2026
Q1 		$292K Sell
18,413
-2,238
-11% -$47.2K ﹤0.01% 708
2025
Q4 		$541K Buy
20,651
+2,023
+11% +$56.4K 0.01% 573
2025
Q3 		$492K Buy
18,628
+1,919
+11% +$45.5K 0.01% 505
2025
Q2 		$304K Buy
+16,709
New +$220K 0.01% 540
2024
Q2 		– Sell
-13,959
Closed -$102K – 1061
2024
Q1 		$102K Buy
13,959
+2,766
+25% +$22K ﹤0.01% 929
2023
Q4 		$111K Sell
11,193
-6,192
-36% -$49.2K ﹤0.01% 894
2023
Q3 		$139K Buy
17,385
+5,126
+42% +$45.1K ﹤0.01% 817
2023
Q2 		$102K Buy
+12,259
New +$79.9K ﹤0.01% 877

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's SOFI Position: Q2 2026 in Review

Bleakley Financial Group increased its SoFi Technologies (SOFI) stake by 17% in Q2 2026, buying an estimated $52.3K and bringing the position to 21,502 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #840.

Bleakley Financial Group first reported a position in SOFI in Q2 2023 and has held it in 9 quarters since. The position peaked at $541K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bleakley Financial Group held 21,502 shares of SoFi Technologies worth $386K as of Q2 2026.
  • Bleakley Financial Group bought 3,089 SoFi Technologies shares in Q2 2026, an estimated $52.3K.
  • SoFi Technologies made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #840 holding.
  • Bleakley Financial Group first reported a position in SoFi Technologies in Q2 2023 and has held it in 9 quarters since.
  • Bleakley Financial Group's SoFi Technologies position peaked at $541K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.