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Custom Index Systems’s SoFi Technologies SOFI Stock Holding History

Custom Index Systems’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 		$812K Sell
45,269
-9,707
-18% -$164K 0.29% 86
2026
Q1 		$873K Buy
54,976
+12,474
+29% +$263K 0.38% 73
2025
Q4 		$1.11M Sell
42,502
-24,149
-36% -$673K 0.49% 55
2025
Q3 		$1.76M Buy
+66,651
New +$1.58M 0.52% 51

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

Custom Index Systems's SOFI Position: Q2 2026 in Review

Custom Index Systems reduced its SoFi Technologies (SOFI) stake by 18% in Q2 2026, selling an estimated $164K and leaving 45,269 shares worth $812K. The position accounts for 0.29% of the portfolio, ranked #86.

Custom Index Systems first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.76M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Custom Index Systems held 45,269 shares of SoFi Technologies worth $812K as of Q2 2026.
  • Custom Index Systems sold 9,707 SoFi Technologies shares in Q2 2026, an estimated $164K.
  • SoFi Technologies made up 0.29% of Custom Index Systems's portfolio in Q2 2026, its #86 holding.
  • Custom Index Systems first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Custom Index Systems's SoFi Technologies position peaked at $1.76M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.