ETF Portfolio Partners’s SoFi Technologies SOFI Stock Holding History

ETF Portfolio 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	$197K	Buy	11,000 +1,000	+10%	+$16.9K	0.05%	70
2026 Q1	$159K	Buy	+10,000	New	+$211K	0.04%	68

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 $3.38T AUM 44.17% 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

ETF Portfolio Partners's SOFI Position: Q2 2026 in Review

ETF Portfolio Partners increased its SoFi Technologies (SOFI) stake by 10% in Q2 2026, buying an estimated $16.9K and bringing the position to 11,000 shares worth $197K. The position accounts for 0.05% of the portfolio, ranked #70.

ETF Portfolio Partners first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

ETF Portfolio Partners held 11,000 shares of SoFi Technologies worth $197K as of Q2 2026.
ETF Portfolio Partners bought 1,000 SoFi Technologies shares in Q2 2026, an estimated $16.9K.
SoFi Technologies made up 0.05% of ETF Portfolio Partners's portfolio in Q2 2026, its #70 holding.
ETF Portfolio Partners first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on ETF Portfolio Partners's 13F filing for Q2 2026, filed 13 Jul 2026.