Clean Yield Group
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Clean Yield Group’s SoFi Technologies SOFI Stock Holding History

Clean Yield Group’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
Q3 		$2.58M Buy
163,854
+61,383
+60% +$1.08M 0.62% 56
2026
Q2 		$1.84M Buy
102,471
+4,038
+4% +$68.4K 0.46% 63
2026
Q1 		$1.56M Buy
98,433
+63,817
+184% +$1.35M 0.44% 61
2025
Q4 		$906K Buy
+34,616
New +$965K 0.25% 75

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Laurion Capital Management
Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return
Convergence Financial
Convergence Financial Columbia, Missouri $714M AUM 18.32% 1-Year Est. Return

Clean Yield Group's SOFI Position: Q3 2026 in Review

Clean Yield Group increased its SoFi Technologies (SOFI) stake by 60% in Q3 2026, buying an estimated $1.08M and bringing the position to 163,854 shares worth $2.58M. The position accounts for 0.62% of the portfolio, ranked #56.

Clean Yield Group first reported a position in SOFI in Q4 2025 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Clean Yield Group held 163,854 shares of SoFi Technologies worth $2.58M as of Q3 2026.
  • Clean Yield Group bought 61,383 SoFi Technologies shares in Q3 2026, an estimated $1.08M.
  • SoFi Technologies made up 0.62% of Clean Yield Group's portfolio in Q3 2026, its #56 holding.
  • Clean Yield Group first reported a position in SoFi Technologies in Q4 2025 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.