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Carroll Investors’s SoFi Technologies SOFI Stock Holding History

Carroll Investors’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 		$6.84M Buy
381,363
+12,912
+4% +$219K 2.92% 11
2026
Q1 		$5.85M Buy
368,451
+156,145
+74% +$3.29M 3.13% 12
2025
Q4 		$5.56M Sell
212,306
-43,802
-17% -$1.22M 2.66% 11
2025
Q3 		$6.77M Buy
+256,108
New +$6.08M 3.28% 11

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

Carroll Investors's SOFI Position: Q2 2026 in Review

Carroll Investors increased its SoFi Technologies (SOFI) stake by 3.5% in Q2 2026, buying an estimated $219K and bringing the position to 381,363 shares worth $6.84M. The position accounts for 2.92% of the portfolio, ranked #11.

Carroll Investors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Carroll Investors held 381,363 shares of SoFi Technologies worth $6.84M as of Q2 2026.
  • Carroll Investors bought 12,912 SoFi Technologies shares in Q2 2026, an estimated $219K.
  • SoFi Technologies made up 2.92% of Carroll Investors's portfolio in Q2 2026, its #11 holding.
  • Carroll Investors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Carroll Investors's 13F filing for Q2 2026, filed 3 Aug 2026.