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Financial Avengers’s SoFi Technologies SOFI Stock Holding History

Financial Avengers’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 		$1.79K Hold
100
– – ﹤0.01% 144
2026
Q1 		$1.59K Hold
100
– – ﹤0.01% 141
2025
Q4 		$2.62K Buy
+100
New +$2.79K ﹤0.01% 131

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

Financial Avengers's SOFI Position: Q2 2026 in Review

Financial Avengers held its SoFi Technologies (SOFI) position steady in Q2 2026 at 100 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #144.

Financial Avengers first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.62K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Financial Avengers held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
  • Financial Avengers left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Financial Avengers's portfolio in Q2 2026, its #144 holding.
  • Financial Avengers first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Financial Avengers's SoFi Technologies position peaked at $2.62K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Financial Avengers's 13F filing for Q2 2026, filed 19 Aug 2026.