Brookstone Capital Management’s SoFi Technologies SOFI Stock Holding History

Brookstone 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	$996K	Buy	55,563 +1,147	+2%	+$19.4K	0.01%	698
2026 Q1	$864K	Sell	54,416 -1,548	-3%	-$32.6K	0.01%	694
2025 Q4	$1.47M	Buy	55,964 +27,651	+98%	+$771K	0.02%	532
2025 Q3	$748K	Sell	28,313 -34,015	-55%	-$807K	0.01%	696
2025 Q2	$1.13M	Buy	62,328 +316	+0.5%	+$4.17K	0.01%	545
2025 Q1	$721K	Sell	62,012 -1,125	-2%	-$16.2K	0.01%	629
2024 Q4	$972K	Buy	63,137 +2,268	+4%	+$29.5K	0.01%	543
2024 Q3	$478K	Buy	60,869 +166	+0.3%	+$1.21K	0.01%	698
2024 Q2	$476K	Buy	+60,703	New	+$428K	0.01%	663

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

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

Brookstone Capital Management increased its SoFi Technologies (SOFI) stake by 2.1% in Q2 2026, buying an estimated $19.4K and bringing the position to 55,563 shares worth $996K. The position accounts for 0.01% of the portfolio, ranked #698.

Brookstone Capital Management first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Brookstone Capital Management held 55,563 shares of SoFi Technologies worth $996K as of Q2 2026.
Brookstone Capital Management bought 1,147 SoFi Technologies shares in Q2 2026, an estimated $19.4K.
SoFi Technologies made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #698 holding.
Brookstone Capital Management first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
Brookstone Capital Management's SoFi Technologies position peaked at $1.47M in Q4 2025.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.