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Eddie Patel Inc’s SoFi Technologies SOFI Stock Holding History

Eddie Patel Inc’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 		$702K Buy
39,172
+8,048
+26% +$136K 0.42% 65
2026
Q1 		$494K Sell
31,124
-154
-0.5% -$3.25K 0.38% 74
2025
Q4 		$819K Buy
+31,278
New +$872K 0.61% 51

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

Eddie Patel Inc's SOFI Position: Q2 2026 in Review

Eddie Patel Inc increased its SoFi Technologies (SOFI) stake by 26% in Q2 2026, buying an estimated $136K and bringing the position to 39,172 shares worth $702K. The position accounts for 0.42% of the portfolio, ranked #65.

Eddie Patel Inc first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $819K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Eddie Patel Inc held 39,172 shares of SoFi Technologies worth $702K as of Q2 2026.
  • Eddie Patel Inc bought 8,048 SoFi Technologies shares in Q2 2026, an estimated $136K.
  • SoFi Technologies made up 0.42% of Eddie Patel Inc's portfolio in Q2 2026, its #65 holding.
  • Eddie Patel Inc first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Eddie Patel Inc's SoFi Technologies position peaked at $819K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Eddie Patel Inc's 13F filing for Q2 2026, filed 11 Aug 2026.