Coston McIsaac & Partners’s SoFi Technologies SOFI Stock Holding History

Coston McIsaac & Partners’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	$1K	Hold	89	–	–	﹤0.01%	818
2026 Q1	$1K	Hold	89	–	–	﹤0.01%	803
2025 Q4	$2K	Hold	89	–	–	﹤0.01%	756
2025 Q3	$2K	Buy	89 +17	+24%	+$403	﹤0.01%	729
2025 Q2	$1K	Buy	+72	New	+$949	﹤0.01%	733
2025 Q1	–	Sell	-5	Closed	–	–	829
2024 Q4	$0	Hold	5	–	–	﹤0.01%	829
2024 Q3	$0	Hold	5	–	–	﹤0.01%	814
2024 Q2	$0	Hold	5	–	–	﹤0.01%	796
2024 Q1	$0	Hold	5	–	–	﹤0.01%	777
2023 Q4	$0	Hold	5	–	–	﹤0.01%	775
2023 Q3	$0	Hold	5	–	–	﹤0.01%	791
2023 Q2	$0	Buy	+5	New	+$33	﹤0.01%	842

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

Coston McIsaac & Partners's SOFI Position: Q2 2026 in Review

Coston McIsaac & Partners held its SoFi Technologies (SOFI) position steady in Q2 2026 at 89 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

Coston McIsaac & Partners first reported a position in SOFI in Q2 2023 and has held it in 12 quarters since. The position peaked at $2K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Coston McIsaac & Partners held 89 shares of SoFi Technologies worth $1K as of Q2 2026.
Coston McIsaac & Partners left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #818 holding.
Coston McIsaac & Partners first reported a position in SoFi Technologies in Q2 2023 and has held it in 12 quarters since.
Coston McIsaac & Partners's SoFi Technologies position peaked at $2K in Q4 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.