CFML
SOFI icon

COMPASS FINANCIAL MANAGEMENT LLC’s SoFi Technologies SOFI Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$34K Buy
+1,894
New +$32.1K ﹤0.01% 764

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's SOFI Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in SoFi Technologies (SOFI) in Q2 2026: 1,894 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #764 among its holdings.

745 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 1,894 shares of SoFi Technologies worth $34K as of Q2 2026.
  • SoFi Technologies was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #764 holding.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.