CAM
SOFI icon

Clarity Asset Management’s SoFi Technologies SOFI Stock Holding History

Clarity Asset 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 		– Sell
-150
Closed -$2.38K – 235
2026
Q1 		$2.38K Buy
+150
New +$3.16K ﹤0.01% 266
2024
Q1 		– Sell
-100
Closed -$995 – 203
2023
Q4 		$995 Buy
+100
New +$795 ﹤0.01% 187

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 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

Clarity Asset Management's SOFI Position: Q2 2026 in Review

Clarity Asset Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 150 shares — an estimated $2.38K sold.

Clarity Asset Management first reported a position in SOFI in Q4 2023 and held it in 2 quarters. The position peaked at $2.38K in Q1 2026. 244 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Clarity Asset Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Clarity Asset Management sold 150 SoFi Technologies shares in Q2 2026, an estimated $2.38K.
  • Clarity Asset Management first reported a position in SoFi Technologies in Q4 2023 and held it in 2 quarters.
  • Clarity Asset Management's SoFi Technologies position peaked at $2.38K in Q1 2026.
  • 244 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Clarity Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.