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Burney Company’s SoFi Technologies SOFI Stock Holding History

Burney Company’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 		$2.57M Buy
+143,389
New +$2.43M 0.07% 210
2026
Q1 		– Sell
-76,167
Closed -$1.99M – 645
2025
Q4 		$1.99M Sell
76,167
-300
-0.4% -$8.36K 0.06% 244
2025
Q3 		$2.02M Sell
76,467
-70,669
-48% -$1.68M 0.06% 231
2025
Q2 		$2.68M Buy
147,136
+557
+0.4% +$7.34K 0.09% 189
2025
Q1 		$1.7M Buy
146,579
+44,900
+44% +$647K 0.06% 233
2024
Q4 		$1.57M Sell
101,679
-79,680
-44% -$1.03M 0.06% 249
2024
Q3 		$1.43M Hold
181,359
– – 0.05% 268
2024
Q2 		$1.2M Sell
181,359
-75
-0% -$529 0.05% 294
2024
Q1 		$1.32M Buy
+181,434
New +$1.44M 0.05% 292
2023
Q2 		– Sell
-11,294
Closed -$68.6K – 590
2023
Q1 		$68.6K Buy
11,294
+100
+0.9% +$606 ﹤0.01% 554
2022
Q4 		$51.6K Sell
11,194
-9,425
-46% -$46.7K ﹤0.01% 540
2022
Q3 		$101K Sell
20,619
-620
-3% -$3.92K 0.01% 537
2022
Q2 		$112K Sell
21,239
-3,330
-14% -$22.5K 0.01% 534
2022
Q1 		$232K Buy
+24,569
New +$282K 0.01% 539

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 $3.37T AUM 44.26% 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

Burney Company's SOFI Position: Q2 2026 in Review

Burney Company opened a new position in SoFi Technologies (SOFI) in Q2 2026: 143,389 shares worth $2.57M. The stake represents 0.07% of the portfolio and ranks #210 among its holdings. This is a return to the name: Burney Company previously reported a position in SOFI as recently as Q4 2025.

Burney Company first reported a position in SOFI in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.68M in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Burney Company held 143,389 shares of SoFi Technologies worth $2.57M as of Q2 2026.
  • SoFi Technologies was a new Burney Company position in Q2 2026.
  • SoFi Technologies made up 0.07% of Burney Company's portfolio in Q2 2026, its #210 holding.
  • Burney Company first reported a position in SoFi Technologies in Q1 2022 and has held it in 14 quarters since.
  • Burney Company's SoFi Technologies position peaked at $2.68M in Q2 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.