Catalyst Funds Management’s SoFi Technologies SOFI Stock Holding History

Catalyst Funds 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	$1.92M	Buy	107,194 +60,549	+130%	+$1.03M	0.11%	194
2026 Q1	$741K	Buy	46,645 +15,500	+50%	+$327K	0.13%	190
2025 Q4	$815K	Hold	31,145	–	–	0.19%	129
2025 Q3	$823K	Hold	31,145	–	–	0.12%	163
2025 Q2	$567K	Sell	31,145 -160,155	-84%	-$2.11M	0.16%	180
2025 Q1	$2.22M	Buy	191,300 +173,000	+945%	+$2.49M	0.58%	41
2024 Q4	$282K	Buy	+18,300	New	+$238K	0.07%	215

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 $3.37T AUM 44.26% 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

Catalyst Funds Management's SOFI Position: Q2 2026 in Review

Catalyst Funds Management increased its SoFi Technologies (SOFI) stake by 130% in Q2 2026, buying an estimated $1.03M and bringing the position to 107,194 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #194.

Catalyst Funds Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q1 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Catalyst Funds Management held 107,194 shares of SoFi Technologies worth $1.92M as of Q2 2026.
Catalyst Funds Management bought 60,549 SoFi Technologies shares in Q2 2026, an estimated $1.03M.
SoFi Technologies made up 0.11% of Catalyst Funds Management's portfolio in Q2 2026, its #194 holding.
Catalyst Funds Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Catalyst Funds Management's SoFi Technologies position peaked at $2.22M in Q1 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.