Bruce G. Allen Investments’s SoFi Technologies SOFI Stock Holding History

Bruce G. Allen Investments’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	$2.12K	Sell	118 -20	-14%	-$339	﹤0.01%	682
2026 Q1	$2.19K	Buy	138 +20	+17%	+$422	﹤0.01%	679
2025 Q4	$3.09K	Hold	118	–	–	﹤0.01%	632
2025 Q3	$3.12K	Hold	118	–	–	﹤0.01%	632
2025 Q2	$2.15K	Hold	118	–	–	﹤0.01%	694
2025 Q1	$1.37K	Hold	118	–	–	﹤0.01%	753
2024 Q4	$1.82K	Hold	118	–	–	﹤0.01%	727
2024 Q3	$927	Hold	118	–	–	﹤0.01%	834
2024 Q2	$780	Hold	118	–	–	﹤0.01%	802
2024 Q1	$861	Hold	118	–	–	﹤0.01%	795
2023 Q4	$1.17K	Buy	+118	New	+$938	﹤0.01%	814

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 $3.38T AUM 44.17% 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

Bruce G. Allen Investments's SOFI Position: Q2 2026 in Review

Bruce G. Allen Investments reduced its SoFi Technologies (SOFI) stake by 14% in Q2 2026, selling an estimated $339 and leaving 118 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Bruce G. Allen Investments first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.12K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Bruce G. Allen Investments held 118 shares of SoFi Technologies worth $2.12K as of Q2 2026.
Bruce G. Allen Investments sold 20 SoFi Technologies shares in Q2 2026, an estimated $339.
SoFi Technologies made up ﹤0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #682 holding.
Bruce G. Allen Investments first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
Bruce G. Allen Investments's SoFi Technologies position peaked at $3.12K in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.