Edgestream Partners’s SoFi Technologies SOFI Stock Holding History

Edgestream Partners’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	–	Sell	-36,655	Closed	-$582K	–	1117
2026 Q1	$582K	Sell	36,655 -202,100	-85%	-$4.26M	0.02%	717
2025 Q4	$6.25M	Sell	238,755 -12,686	-5%	-$354K	0.18%	183
2025 Q3	$6.64M	Buy	251,441 +127,368	+103%	+$3.02M	0.19%	169
2025 Q2	$2.26M	Sell	124,073 -274,479	-69%	-$3.62M	0.06%	502
2025 Q1	$4.64M	Buy	398,552 +271,831	+215%	+$3.92M	0.16%	246
2024 Q4	$1.95M	Sell	126,721 -277,556	-69%	-$3.61M	0.08%	405
2024 Q3	$3.18M	Buy	404,277 +144,139	+55%	+$1.05M	0.14%	250
2024 Q2	$1.72M	Buy	+260,138	New	+$1.83M	0.08%	381
2024 Q1	–	Sell	-10,805	Closed	-$108K	–	1003
2023 Q4	$108K	Buy	+10,805	New	+$85.9K	0.01%	799

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

Edgestream Partners's SOFI Position: Q2 2026 in Review

Edgestream Partners sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 36,655 shares — an estimated $582K sold.

Edgestream Partners first reported a position in SOFI in Q4 2023 and held it in 9 quarters. The position peaked at $6.64M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Edgestream Partners reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Edgestream Partners sold 36,655 SoFi Technologies shares in Q2 2026, an estimated $582K.
Edgestream Partners first reported a position in SoFi Technologies in Q4 2023 and held it in 9 quarters.
Edgestream Partners's SoFi Technologies position peaked at $6.64M in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.