CJ
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Caitlin John’s SoFi Technologies SOFI Stock Holding History

Caitlin John’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 		$76.9K Buy
4,290
+1,290
+43% +$21.9K 0.04% 299
2026
Q1 		$47.6K Hold
3,000
– – 0.03% 316
2025
Q4 		$78.5K Hold
3,000
– – 0.05% 251
2025
Q3 		$79.3K Buy
+3,000
New +$71.2K 0.06% 212
2025
Q1 		– Sell
-3,900
Closed -$60.1K – 684
2024
Q4 		$60.1K Hold
3,900
– – 0.04% 211
2024
Q3 		$52.6K Sell
3,900
-200
-5% -$1.45K 0.03% 227
2024
Q2 		$27.1K Sell
4,100
-500
-11% -$3.53K 0.02% 321
2024
Q1 		$33.6K Sell
4,600
-400
-8% -$3.18K 0.03% 285
2023
Q4 		$49.8K Buy
+5,000
New +$39.7K 0.04% 219

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 $3.38T AUM 44.17% 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

Caitlin John's SOFI Position: Q2 2026 in Review

Caitlin John increased its SoFi Technologies (SOFI) stake by 43% in Q2 2026, buying an estimated $21.9K and bringing the position to 4,290 shares worth $76.9K. The position accounts for 0.04% of the portfolio, ranked #299.

Caitlin John first reported a position in SOFI in Q4 2023 and has held it in 9 quarters since. The position peaked at $79.3K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Caitlin John held 4,290 shares of SoFi Technologies worth $76.9K as of Q2 2026.
  • Caitlin John bought 1,290 SoFi Technologies shares in Q2 2026, an estimated $21.9K.
  • SoFi Technologies made up 0.04% of Caitlin John's portfolio in Q2 2026, its #299 holding.
  • Caitlin John first reported a position in SoFi Technologies in Q4 2023 and has held it in 9 quarters since.
  • Caitlin John's SoFi Technologies position peaked at $79.3K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.