BCM
SOFI icon

Blume Capital Management’s SoFi Technologies SOFI Stock Holding History

Blume Capital 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 		$38.5K Buy
2,150
+650
+43% +$11K 0.01% 219
2026
Q1 		$23.8K Buy
1,500
+100
+7% +$2.11K ﹤0.01% 234
2025
Q4 		$36.7K Buy
1,400
+100
+8% +$2.79K 0.01% 200
2025
Q3 		$34.3K Buy
1,300
+450
+53% +$10.7K 0.01% 212
2025
Q2 		$15.5K Buy
+850
New +$11.2K ﹤0.01% 256

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Blume Capital Management's SOFI Position: Q2 2026 in Review

Blume Capital Management increased its SoFi Technologies (SOFI) stake by 43% in Q2 2026, buying an estimated $11K and bringing the position to 2,150 shares worth $38.5K. The position accounts for 0.01% of the portfolio, ranked #219.

Blume Capital Management first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. 492 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Blume Capital Management held 2,150 shares of SoFi Technologies worth $38.5K as of Q2 2026.
  • Blume Capital Management bought 650 SoFi Technologies shares in Q2 2026, an estimated $11K.
  • SoFi Technologies made up 0.01% of Blume Capital Management's portfolio in Q2 2026, its #219 holding.
  • Blume Capital Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Blume Capital Management's 13F filing for Q2 2026, filed 27 Jul 2026.