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Financial Consulate’s SoFi Technologies SOFI Stock Holding History

Financial Consulate’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 		$628 Hold
35
– – ﹤0.01% 1273
2026
Q1 		$556 Hold
35
– – ﹤0.01% 1224
2025
Q4 		$917 Buy
35
+1
+3% +$28 ﹤0.01% 1031
2025
Q3 		$899 Buy
+34
New +$807 ﹤0.01% 882

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 Consulate's SOFI Position: Q2 2026 in Review

Financial Consulate held its SoFi Technologies (SOFI) position steady in Q2 2026 at 35 shares worth $628. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Financial Consulate first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $917 in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Financial Consulate held 35 shares of SoFi Technologies worth $628 as of Q2 2026.
  • Financial Consulate left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1273 holding.
  • Financial Consulate first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Financial Consulate's SoFi Technologies position peaked at $917 in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.