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DecisionPoint Financial’s SoFi Technologies SOFI Stock Holding History

DecisionPoint Financial’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 		$959 Buy
52
+29
+126% +$491 ﹤0.01% 455
2026
Q1 		$366 Hold
23
– – ﹤0.01% 541
2025
Q4 		$603 Hold
23
– – ﹤0.01% 501
2025
Q3 		$593 Hold
23
– – ﹤0.01% 427
2025
Q2 		$406 Buy
+23
New +$303 ﹤0.01% 493

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 $3.38T AUM 44.17% 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

DecisionPoint Financial's SOFI Position: Q2 2026 in Review

DecisionPoint Financial increased its SoFi Technologies (SOFI) stake by 126% in Q2 2026, buying an estimated $491 and bringing the position to 52 shares worth $959. The position accounts for ﹤0.01% of the portfolio, ranked #455.

DecisionPoint Financial first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • DecisionPoint Financial held 52 shares of SoFi Technologies worth $959 as of Q2 2026.
  • DecisionPoint Financial bought 29 SoFi Technologies shares in Q2 2026, an estimated $491.
  • SoFi Technologies made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #455 holding.
  • DecisionPoint Financial first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.