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Floyd Financial Group’s SoFi Technologies SOFI Stock Holding History

Floyd Financial Group’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 		$718K Sell
38,708
-1,414
-4% -$24K 0.47% 47
2026
Q1 		$754K Buy
40,122
+1,140
+3% +$24K 0.5% 48
2025
Q4 		$741K Buy
+38,982
New +$1.09M 0.5% 48

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

Floyd Financial Group's SOFI Position: Q2 2026 in Review

Floyd Financial Group reduced its SoFi Technologies (SOFI) stake by 3.5% in Q2 2026, selling an estimated $24K and leaving 38,708 shares worth $718K. The position accounts for 0.47% of the portfolio, ranked #47.

Floyd Financial Group first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $754K in Q1 2026. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Floyd Financial Group held 38,708 shares of SoFi Technologies worth $718K as of Q2 2026.
  • Floyd Financial Group sold 1,414 SoFi Technologies shares in Q2 2026, an estimated $24K.
  • SoFi Technologies made up 0.47% of Floyd Financial Group's portfolio in Q2 2026, its #47 holding.
  • Floyd Financial Group first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Floyd Financial Group's SoFi Technologies position peaked at $754K in Q1 2026.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Floyd Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.