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Byrne Asset Management’s SoFi Technologies SOFI Stock Holding History

Byrne Asset 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 		$161 Hold
9
– – ﹤0.01% 575
2026
Q1 		$143 Hold
9
– – ﹤0.01% 549
2025
Q4 		$236 Buy
+9
New +$251 ﹤0.01% 543
2025
Q2 		– Sell
-3,872
Closed -$45K – 584
2025
Q1 		$45K Buy
+3,872
New +$55.8K 0.03% 226
2023
Q1 		– Sell
-3,500
Closed -$16.1K – 634
2022
Q4 		$16.1K Buy
+3,500
New +$17.4K 0.01% 339

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

Byrne Asset Management's SOFI Position: Q2 2026 in Review

Byrne Asset Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 9 shares worth $161. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Byrne Asset Management first reported a position in SOFI in Q4 2022 and has held it in 5 quarters since. The position peaked at $45K in Q1 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Byrne Asset Management held 9 shares of SoFi Technologies worth $161 as of Q2 2026.
  • Byrne Asset Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Byrne Asset Management's portfolio in Q2 2026, its #575 holding.
  • Byrne Asset Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 5 quarters since.
  • Byrne Asset Management's SoFi Technologies position peaked at $45K in Q1 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Byrne Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.