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Connective Portfolio Management’s SoFi Technologies SOFI Stock Holding History

Connective Portfolio 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 		$1.08M Buy
+60,000
New +$1.02M 1.79% 21
2025
Q1 		– Sell
-30,120
Closed -$464K – 57
2024
Q4 		$464K Buy
+30,120
New +$391K 0.69% 50
2022
Q3 		– Sell
-50,000
Closed -$264K – 54
2022
Q2 		$264K Buy
+50,000
New +$338K 0.45% 46

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

Connective Portfolio Management's SOFI Position: Q2 2026 in Review

Connective Portfolio Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 60,000 shares worth $1.08M. The stake represents 1.79% of the portfolio and ranks #21 among its holdings. This is a return to the name: Connective Portfolio Management previously reported a position in SOFI as recently as Q4 2024.

Connective Portfolio Management first reported a position in SOFI in Q2 2022 and has held it in 3 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Connective Portfolio Management held 60,000 shares of SoFi Technologies worth $1.08M as of Q2 2026.
  • SoFi Technologies was a new Connective Portfolio Management position in Q2 2026.
  • SoFi Technologies made up 1.79% of Connective Portfolio Management's portfolio in Q2 2026, its #21 holding.
  • Connective Portfolio Management first reported a position in SoFi Technologies in Q2 2022 and has held it in 3 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Connective Portfolio Management's 13F filing for Q2 2026, filed 7 Jul 2026.