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DB Fitzpatrick & Co’s SoFi Technologies SOFI Stock Holding History

DB Fitzpatrick & Co’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 		$1.79K Buy
100
+80
+400% +$1.35K ﹤0.01% 82
2026
Q1 		$318 Buy
+20
New +$422 ﹤0.01% 104
2024
Q3 		– Sell
-105
Closed -$694 – 97
2024
Q2 		$694 Buy
105
+55
+110% +$388 ﹤0.01% 87
2024
Q1 		$365 Buy
+50
New +$397 ﹤0.01% 86

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 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
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

DB Fitzpatrick & Co's SOFI Position: Q2 2026 in Review

DB Fitzpatrick & Co increased its SoFi Technologies (SOFI) stake by 400% in Q2 2026, buying an estimated $1.35K and bringing the position to 100 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #82.

DB Fitzpatrick & Co first reported a position in SOFI in Q1 2024 and has held it in 4 quarters since. 118 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • DB Fitzpatrick & Co held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
  • DB Fitzpatrick & Co bought 80 SoFi Technologies shares in Q2 2026, an estimated $1.35K.
  • SoFi Technologies made up ﹤0.01% of DB Fitzpatrick & Co's portfolio in Q2 2026, its #82 holding.
  • DB Fitzpatrick & Co first reported a position in SoFi Technologies in Q1 2024 and has held it in 4 quarters since.
  • 118 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q2 2026, filed 15 Jul 2026.