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Empowered Funds’s SoFi Technologies SOFI Stock Holding History

Empowered Funds’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 		$3.14M Buy
174,961
+109,257
+166% +$1.85M 0.02% 946
2026
Q1 		$1.04M Sell
65,704
-35,128
-35% -$740K 0.01% 1396
2025
Q4 		$2.64M Buy
100,832
+41,430
+70% +$1.15M 0.04% 408
2025
Q3 		$1.57M Buy
59,402
+21,236
+56% +$504K 0.02% 1021
2025
Q2 		$695K Buy
38,166
+5,040
+15% +$66.5K 0.01% 1211
2025
Q1 		$385K Buy
33,126
+1,631
+5% +$23.5K 0.01% 1321
2024
Q4 		$485K Sell
31,495
-9,782
-24% -$127K 0.01% 1190
2024
Q3 		$324K Buy
41,277
+1,951
+5% +$14.2K 0.01% 1234
2024
Q2 		$260K Sell
39,326
-8,528
-18% -$60.1K ﹤0.01% 1235
2024
Q1 		$349K Buy
47,854
+8,707
+22% +$69.2K 0.01% 1172
2023
Q4 		$390K Buy
39,147
+8,332
+27% +$66.2K 0.01% 1038
2023
Q3 		$246K Sell
30,815
-7,657
-20% -$67.3K 0.01% 1102
2023
Q2 		$321K Buy
38,472
+8,212
+27% +$53.5K 0.01% 938
2023
Q1 		$184K Buy
30,260
+3,729
+14% +$22.6K 0.01% 504
2022
Q4 		$122K Buy
26,531
+94
+0.4% +$466 0.01% 433
2022
Q3 		$129K Buy
26,437
+6,360
+32% +$40.2K 0.01% 313
2022
Q2 		$106K Buy
+20,077
New +$136K 0.01% 263

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 $3.37T 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Empowered Funds's SOFI Position: Q2 2026 in Review

Empowered Funds increased its SoFi Technologies (SOFI) stake by 166% in Q2 2026, buying an estimated $1.85M and bringing the position to 174,961 shares worth $3.14M. The position accounts for 0.02% of the portfolio, ranked #946.

Empowered Funds first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Empowered Funds held 174,961 shares of SoFi Technologies worth $3.14M as of Q2 2026.
  • Empowered Funds bought 109,257 SoFi Technologies shares in Q2 2026, an estimated $1.85M.
  • SoFi Technologies made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #946 holding.
  • Empowered Funds first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.