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Diligent Investors’s SoFi Technologies SOFI Stock Holding History

Diligent Investors’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 		$180K Sell
10,027
-1,000
-9% -$16.9K 0.04% 353
2026
Q1 		$175K Buy
11,027
+907
+9% +$19.1K 0.04% 342
2025
Q4 		$265K Buy
10,120
+1,850
+22% +$51.6K 0.07% 286
2025
Q3 		$218K Buy
+8,270
New +$196K 0.06% 312

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

Diligent Investors's SOFI Position: Q2 2026 in Review

Diligent Investors reduced its SoFi Technologies (SOFI) stake by 9.1% in Q2 2026, selling an estimated $16.9K and leaving 10,027 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #353.

Diligent Investors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $265K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Diligent Investors held 10,027 shares of SoFi Technologies worth $180K as of Q2 2026.
  • Diligent Investors sold 1,000 SoFi Technologies shares in Q2 2026, an estimated $16.9K.
  • SoFi Technologies made up 0.04% of Diligent Investors's portfolio in Q2 2026, its #353 holding.
  • Diligent Investors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Diligent Investors's SoFi Technologies position peaked at $265K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Diligent Investors's 13F filing for Q2 2026, filed 24 Jul 2026.