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Chad R. Baker’s SoFi Technologies SOFI Stock Holding History

Chad R. Baker’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 		$2.18M Hold
121,415
– – 0.35% 44
2026
Q1 		$1.93M Buy
121,415
+62,870
+107% +$1.33M 0.36% 49
2025
Q4 		$1.55M Buy
+58,545
New +$1.63M 0.28% 47
2022
Q2 		– Sell
-276,600
Closed -$2.61M – 51
2022
Q1 		$2.61M Buy
+276,600
New +$3.18M 0.59% 41

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Chad R. Baker's SOFI Position: Q2 2026 in Review

Chad R. Baker held its SoFi Technologies (SOFI) position steady in Q2 2026 at 121,415 shares worth $2.18M. The position accounts for 0.35% of the portfolio, ranked #44.

Chad R. Baker first reported a position in SOFI in Q1 2022 and has held it in 4 quarters since. The position peaked at $2.61M in Q1 2022. 122 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Chad R. Baker held 121,415 shares of SoFi Technologies worth $2.18M as of Q2 2026.
  • Chad R. Baker left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.35% of Chad R. Baker's portfolio in Q2 2026, its #44 holding.
  • Chad R. Baker first reported a position in SoFi Technologies in Q1 2022 and has held it in 4 quarters since.
  • Chad R. Baker's SoFi Technologies position peaked at $2.61M in Q1 2022.
  • 122 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.