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Essential Partners’s SoFi Technologies SOFI Stock Holding History

Essential 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 		$17.7K Sell
987
-3,026
-75% -$51.3K 0.01% 958
2026
Q1 		$63.7K Sell
4,013
-20
-0.5% -$422 0.02% 539
2025
Q4 		$106K Hold
4,033
– – 0.03% 434
2025
Q3 		$107K Buy
4,033
+20
+0.5% +$475 0.04% 419
2025
Q2 		$73.1K Buy
+4,013
New +$52.9K 0.03% 399

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

Essential Partners's SOFI Position: Q2 2026 in Review

Essential Partners reduced its SoFi Technologies (SOFI) stake by 75% in Q2 2026, selling an estimated $51.3K and leaving 987 shares worth $17.7K. The position accounts for 0.01% of the portfolio, ranked #958.

Essential Partners first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $107K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Essential Partners held 987 shares of SoFi Technologies worth $17.7K as of Q2 2026.
  • Essential Partners sold 3,026 SoFi Technologies shares in Q2 2026, an estimated $51.3K.
  • SoFi Technologies made up 0.01% of Essential Partners's portfolio in Q2 2026, its #958 holding.
  • Essential Partners first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's SoFi Technologies position peaked at $107K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.