CMG Global Holdings’s SoFi Technologies SOFI Stock Holding History

CMG Global Holdings’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	$2.8M	Sell	156,330 -5,674	-4%	-$96.1K	1.19%	27
2026 Q1	$2.57M	Sell	162,004 -93,659	-37%	-$1.97M	1.23%	27
2025 Q4	$5.31M	Buy	255,663 +27,077	+12%	+$755K	2.35%	13
2025 Q3	$6.41M	Buy	228,586 +15,560	+7%	+$369K	3.13%	10
2025 Q2	$4.48M	Buy	213,026 +72,637	+52%	+$958K	2.36%	11
2025 Q1	$1.73M	Buy	140,389 +61,443	+78%	+$885K	1.13%	28
2024 Q4	$1.39M	Buy	+78,946	New	+$1.03M	0.77%	38

Other funds holding SOFI

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

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

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

CMG Global Holdings's SOFI Position: Q2 2026 in Review

CMG Global Holdings reduced its SoFi Technologies (SOFI) stake by 3.5% in Q2 2026, selling an estimated $96.1K and leaving 156,330 shares worth $2.8M. The position accounts for 1.19% of the portfolio, ranked #27.

CMG Global Holdings first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.41M in Q3 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

CMG Global Holdings held 156,330 shares of SoFi Technologies worth $2.8M as of Q2 2026.
CMG Global Holdings sold 5,674 SoFi Technologies shares in Q2 2026, an estimated $96.1K.
SoFi Technologies made up 1.19% of CMG Global Holdings's portfolio in Q2 2026, its #27 holding.
CMG Global Holdings first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
CMG Global Holdings's SoFi Technologies position peaked at $6.41M in Q3 2025.
373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on CMG Global Holdings's 13F filing for Q2 2026, filed 28 Jul 2026.