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Firethorn Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Firethorn Wealth Partners’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 		$1.81M Sell
100,977
-5,717
-5% -$96.9K 0.58% 38
2026
Q1 		$1.69M Sell
106,694
-2,332
-2% -$49.2K 0.62% 35
2025
Q4 		$2.85M Sell
109,026
-4,385
-4% -$122K 1.07% 24
2025
Q3 		$3M Sell
113,411
-141,096
-55% -$3.35M 1.18% 23
2025
Q2 		$4.63M Buy
254,507
+25,499
+11% +$336K 2.01% 13
2025
Q1 		$2.66M Buy
229,008
+28,692
+14% +$413K 1.27% 16
2024
Q4 		$3.08M Sell
200,316
-57,492
-22% -$747K 1.53% 16
2024
Q3 		$2.03M Buy
257,808
+3,128
+1% +$22.7K 1.03% 24
2024
Q2 		$1.68M Buy
254,680
+82,701
+48% +$583K 0.95% 27
2024
Q1 		$1.26M Buy
171,979
+20,763
+14% +$165K 0.74% 30
2023
Q4 		$1.5M Buy
151,216
+20,408
+16% +$162K 0.99% 24
2023
Q3 		$1.05M Buy
130,808
+16,924
+15% +$149K 0.8% 29
2023
Q2 		$950K Buy
113,884
+27,670
+32% +$180K 0.71% 27
2023
Q1 		$472K Sell
86,214
-16,862
-16% -$102K 0.37% 54
2022
Q4 		$475K Sell
103,076
-1,967
-2% -$9.76K 0.4% 58
2022
Q3 		$513K Sell
105,043
-16,802
-14% -$106K 0.48% 49
2022
Q2 		$775K Buy
121,845
+43,316
+55% +$293K 0.63% 34
2022
Q1 		$742K Buy
78,529
+26,141
+50% +$300K 0.56% 43
2021
Q4 		$828K Buy
+52,388
New +$962K 0.62% 39

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Firethorn Wealth Partners's SOFI Position: Q2 2026 in Review

Firethorn Wealth Partners reduced its SoFi Technologies (SOFI) stake by 5.4% in Q2 2026, selling an estimated $96.9K and leaving 100,977 shares worth $1.81M. The position accounts for 0.58% of the portfolio, ranked #38.

Firethorn Wealth Partners first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.63M in Q2 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Firethorn Wealth Partners held 100,977 shares of SoFi Technologies worth $1.81M as of Q2 2026.
  • Firethorn Wealth Partners sold 5,717 SoFi Technologies shares in Q2 2026, an estimated $96.9K.
  • SoFi Technologies made up 0.58% of Firethorn Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • Firethorn Wealth Partners first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Firethorn Wealth Partners's SoFi Technologies position peaked at $4.63M in Q2 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.