Farmers & Merchants Investments Inc’s SoFi Technologies SOFI Stock Holding History

Farmers & Merchants Investments Inc’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	-250	Closed	-$3.97K	–	1812
2026 Q1	$3.97K	Hold	250	–	–	﹤0.01%	1042
2025 Q4	$6.54K	Sell	250 -250	-50%	-$6.97K	﹤0.01%	876
2025 Q3	$13.2K	Hold	500	–	–	﹤0.01%	666
2025 Q2	$9.11K	Hold	500	–	–	﹤0.01%	739
2025 Q1	$5.82K	Hold	500	–	–	﹤0.01%	847
2024 Q4	$7.7K	Buy	+500	New	+$6.49K	﹤0.01%	730
2023 Q4	–	Sell	-500	Closed	-$4K	–	1790
2023 Q3	$4K	Sell	500 -19,500	-98%	-$171K	﹤0.01%	781
2023 Q2	$167K	Hold	20,000	–	–	0.01%	299
2023 Q1	$121K	Hold	20,000	–	–	﹤0.01%	316
2022 Q4	$92.2K	Hold	20,000	–	–	﹤0.01%	342
2022 Q3	$98K	Hold	20,000	–	–	﹤0.01%	340
2022 Q2	$105K	Hold	20,000	–	–	﹤0.01%	329
2022 Q1	$189K	Buy	+20,000	New	+$230K	0.01%	293

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

Farmers & Merchants Investments Inc's SOFI Position: Q2 2026 in Review

Farmers & Merchants Investments Inc sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 250 shares — an estimated $3.97K sold.

Farmers & Merchants Investments Inc first reported a position in SOFI in Q1 2022 and held it in 13 quarters. The position peaked at $189K in Q1 2022. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Farmers & Merchants Investments Inc reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 250 SoFi Technologies shares in Q2 2026, an estimated $3.97K.
Farmers & Merchants Investments Inc first reported a position in SoFi Technologies in Q1 2022 and held it in 13 quarters.
Farmers & Merchants Investments Inc's SoFi Technologies position peaked at $189K in Q1 2022.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.