DB Fitzpatrick & Co
SOFI icon

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
Q3 		$1.89K Buy
120
+20
+20% +$352 ﹤0.01% 84
2026
Q2 		$1.79K Buy
100
+80
+400% +$1.36K ﹤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

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Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Westbourne Investment Advisors
Westbourne Investment Advisors Annapolis, Maryland $378M AUM 18.11% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

DB Fitzpatrick & Co's SOFI Position: Q3 2026 in Review

DB Fitzpatrick & Co increased its SoFi Technologies (SOFI) stake by 20% in Q3 2026, buying an estimated $352 and bringing the position to 120 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #84.

DB Fitzpatrick & Co first reported a position in SOFI in Q1 2024 and has held it in 5 quarters since. 150 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • DB Fitzpatrick & Co held 120 shares of SoFi Technologies worth $1.89K as of Q3 2026.
  • DB Fitzpatrick & Co bought 20 SoFi Technologies shares in Q3 2026, an estimated $352.
  • SoFi Technologies made up ﹤0.01% of DB Fitzpatrick & Co's portfolio in Q3 2026, its #84 holding.
  • DB Fitzpatrick & Co first reported a position in SoFi Technologies in Q1 2024 and has held it in 5 quarters since.
  • 150 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on DB Fitzpatrick & Co's 13F filing for Q3 2026, filed 19 Oct 2026.