Consolidated Investment Group’s SoFi Technologies SOFI Stock Holding History

Consolidated Investment 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 Q2	$4.46M	Hold	248,480	–	–	0.39%	44
2026 Q1	$3.95M	Buy	248,480 +47,395	+24%	+$999K	0.43%	46
2025 Q4	$5.26M	Hold	201,085	–	–	0.63%	33
2025 Q3	$5.31M	Hold	201,085	–	–	0.65%	34
2025 Q2	$3.66M	Buy	201,085 +50,000	+33%	+$659K	0.49%	45
2025 Q1	$1.76M	Buy	151,085 +13,085	+9%	+$189K	0.27%	56
2024 Q4	$2.13M	Hold	138,000	–	–	0.3%	51
2024 Q3	$1.08M	Buy	138,000 +75,000	+119%	+$545K	0.16%	61
2024 Q2	$416K	Hold	63,000	–	–	0.06%	61
2024 Q1	$460K	Hold	63,000	–	–	0.07%	60
2023 Q4	$627K	Hold	63,000	–	–	0.11%	60
2023 Q3	$503K	Hold	63,000	–	–	0.1%	63
2023 Q2	$525K	Hold	63,000	–	–	0.09%	63
2023 Q1	$382K	Hold	63,000	–	–	0.07%	65
2022 Q4	$290K	Hold	63,000	–	–	0.06%	68
2022 Q3	$307K	Hold	63,000	–	–	0.07%	71
2022 Q2	$332K	Hold	63,000	–	–	0.06%	82
2022 Q1	$595K	Buy	63,000 +7,500	+14%	+$86.1K	0.1%	73
2021 Q4	$877K	Buy	+55,500	New	+$1.02M	0.14%	67

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Consolidated Investment Group's SOFI Position: Q2 2026 in Review

Consolidated Investment Group held its SoFi Technologies (SOFI) position steady in Q2 2026 at 248,480 shares worth $4.46M. The position accounts for 0.39% of the portfolio, ranked #44.

Consolidated Investment Group first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $5.31M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Consolidated Investment Group held 248,480 shares of SoFi Technologies worth $4.46M as of Q2 2026.
Consolidated Investment Group left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.39% of Consolidated Investment Group's portfolio in Q2 2026, its #44 holding.
Consolidated Investment Group first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
Consolidated Investment Group's SoFi Technologies position peaked at $5.31M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Consolidated Investment Group's 13F filing for Q2 2026, filed 22 Jul 2026.