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DAGCO Inc’s SoFi Technologies SOFI Stock Holding History

DAGCO Inc’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 		– Sell
-681
Closed -$10.8K – 305
2026
Q1 		$10.8K Hold
681
– – ﹤0.01% 269
2025
Q4 		$17.8K Hold
681
– – ﹤0.01% 257
2025
Q3 		$18K Buy
+681
New +$16.2K ﹤0.01% 246

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return

DAGCO Inc's SOFI Position: Q2 2026 in Review

DAGCO Inc sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 681 shares — an estimated $10.8K sold.

DAGCO Inc first reported a position in SOFI in Q3 2025 and held it in 3 quarters. The position peaked at $18K in Q3 2025. 207 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • DAGCO Inc reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • DAGCO Inc sold 681 SoFi Technologies shares in Q2 2026, an estimated $10.8K.
  • DAGCO Inc first reported a position in SoFi Technologies in Q3 2025 and held it in 3 quarters.
  • DAGCO Inc's SoFi Technologies position peaked at $18K in Q3 2025.
  • 207 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on DAGCO Inc's 13F filing for Q2 2026, filed 10 Jul 2026.