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Davis Capital Management’s SoFi Technologies SOFI Stock Holding History

Davis Capital 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 		$1.08K Buy
60
+21
+54% +$356 ﹤0.01% 474
2026
Q1 		$619 Buy
39
+28
+255% +$590 ﹤0.01% 383
2025
Q4 		$288 Hold
11
– – ﹤0.01% 499
2025
Q3 		$291 Buy
+11
New +$261 ﹤0.01% 490
2024
Q3 		– Sell
-2,900
Closed -$18.6K – 348
2024
Q2 		$18.6K Buy
+2,900
New +$20.4K 0.02% 197

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 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

Davis Capital Management's SOFI Position: Q2 2026 in Review

Davis Capital Management increased its SoFi Technologies (SOFI) stake by 54% in Q2 2026, buying an estimated $356 and bringing the position to 60 shares worth $1.08K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

Davis Capital Management first reported a position in SOFI in Q2 2024 and has held it in 5 quarters since. The position peaked at $18.6K in Q2 2024. 243 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Davis Capital Management held 60 shares of SoFi Technologies worth $1.08K as of Q2 2026.
  • Davis Capital Management bought 21 SoFi Technologies shares in Q2 2026, an estimated $356.
  • SoFi Technologies made up ﹤0.01% of Davis Capital Management's portfolio in Q2 2026, its #474 holding.
  • Davis Capital Management first reported a position in SoFi Technologies in Q2 2024 and has held it in 5 quarters since.
  • Davis Capital Management's SoFi Technologies position peaked at $18.6K in Q2 2024.
  • 243 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Davis Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.