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Financial Management Professionals’s SoFi Technologies SOFI Stock Holding History

Financial Management Professionals’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 		$8.96K Buy
+500
New +$8.47K ﹤0.01% 608

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

Financial Management Professionals's SOFI Position: Q2 2026 in Review

Financial Management Professionals opened a new position in SoFi Technologies (SOFI) in Q2 2026: 500 shares worth $8.96K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings.

162 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Financial Management Professionals held 500 shares of SoFi Technologies worth $8.96K as of Q2 2026.
  • SoFi Technologies was a new Financial Management Professionals position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #608 holding.
  • 162 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.