F&V Capital Management’s SoFi Technologies SOFI Stock Holding History

F&V Capital Management’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	$233K	Hold	13,000	–	–	0.04%	62
2026 Q1	$206K	Buy	+13,000	New	+$274K	0.04%	59

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

F&V Capital Management's SOFI Position: Q2 2026 in Review

F&V Capital Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 13,000 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #62.

F&V Capital Management first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

F&V Capital Management held 13,000 shares of SoFi Technologies worth $233K as of Q2 2026.
F&V Capital Management left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.04% of F&V Capital Management's portfolio in Q2 2026, its #62 holding.
F&V Capital Management first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on F&V Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.