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Financial Partners Group (Kansas)’s SoFi Technologies SOFI Stock Holding History

Financial Partners Group (Kansas)’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 		$392K Sell
21,860
-10,224
-32% -$173K 0.04% 172
2026
Q1 		$509K Sell
32,084
-11,465
-26% -$242K 0.06% 139
2025
Q4 		$993K Buy
43,549
+4,904
+13% +$137K 0.11% 86
2025
Q3 		$1.02M Buy
+38,645
New +$917K 0.13% 81

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 Partners Group (Kansas)'s SOFI Position: Q2 2026 in Review

Financial Partners Group (Kansas) reduced its SoFi Technologies (SOFI) stake by 32% in Q2 2026, selling an estimated $173K and leaving 21,860 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #172.

Financial Partners Group (Kansas) first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.02M in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Financial Partners Group (Kansas) held 21,860 shares of SoFi Technologies worth $392K as of Q2 2026.
  • Financial Partners Group (Kansas) sold 10,224 SoFi Technologies shares in Q2 2026, an estimated $173K.
  • SoFi Technologies made up 0.04% of Financial Partners Group (Kansas)'s portfolio in Q2 2026, its #172 holding.
  • Financial Partners Group (Kansas) first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Financial Partners Group (Kansas)'s SoFi Technologies position peaked at $1.02M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Financial Partners Group (Kansas)'s 13F filing for Q2 2026, filed 23 Jul 2026.