CCM
SOFI icon

Coldstream Capital Management’s SoFi Technologies SOFI Stock Holding History

Coldstream Capital 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 		$346K Sell
19,318
-5,375
-22% -$91.1K ﹤0.01% 907
2026
Q1 		$392K Buy
24,693
+11,211
+83% +$236K ﹤0.01% 831
2025
Q4 		$353K Buy
13,482
+1,624
+14% +$45.3K ﹤0.01% 845
2025
Q3 		$313K Buy
+11,858
New +$281K ﹤0.01% 920
2025
Q2 		– Sell
-10,757
Closed -$125K – 3028
2025
Q1 		$125K Sell
10,757
-3,934
-27% -$56.7K ﹤0.01% 1232
2024
Q4 		$226K Buy
14,691
+2,865
+24% +$37.2K ﹤0.01% 958
2024
Q3 		$121K Buy
+11,826
New +$86K ﹤0.01% 1059

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Coldstream Capital Management's SOFI Position: Q2 2026 in Review

Coldstream Capital Management reduced its SoFi Technologies (SOFI) stake by 22% in Q2 2026, selling an estimated $91.1K and leaving 19,318 shares worth $346K. The position accounts for ﹤0.01% of the portfolio, ranked #907.

Coldstream Capital Management first reported a position in SOFI in Q3 2024 and has held it in 7 quarters since. The position peaked at $392K in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Coldstream Capital Management held 19,318 shares of SoFi Technologies worth $346K as of Q2 2026.
  • Coldstream Capital Management sold 5,375 SoFi Technologies shares in Q2 2026, an estimated $91.1K.
  • SoFi Technologies made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #907 holding.
  • Coldstream Capital Management first reported a position in SoFi Technologies in Q3 2024 and has held it in 7 quarters since.
  • Coldstream Capital Management's SoFi Technologies position peaked at $392K in Q1 2026.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.