Dunhill Financial’s SoFi Technologies SOFI Stock Holding History

Dunhill 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	$12.6K	Buy	700 +297	+74%	+$5.03K	﹤0.01%	548
2026 Q1	$6.4K	Buy	403 +379	+1,579%	+$7.99K	﹤0.01%	592
2025 Q4	$624	Buy	+24	New	+$669	﹤0.01%	899

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dunhill Financial's SOFI Position: Q2 2026 in Review

Dunhill Financial increased its SoFi Technologies (SOFI) stake by 74% in Q2 2026, buying an estimated $5.03K and bringing the position to 700 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Dunhill Financial first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Dunhill Financial held 700 shares of SoFi Technologies worth $12.6K as of Q2 2026.
Dunhill Financial bought 297 SoFi Technologies shares in Q2 2026, an estimated $5.03K.
SoFi Technologies made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #548 holding.
Dunhill Financial first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.