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Fortis Capital Management’s SoFi Technologies SOFI Stock Holding History

Fortis Capital Management’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 		$205K Buy
11,442
+45
+0.4% +$762 0.02% 229
2026
Q1 		$181K Buy
11,397
+135
+1% +$2.85K 0.02% 205
2025
Q4 		$295K Buy
11,262
+1,879
+20% +$52.4K 0.04% 159
2025
Q3 		$248K Buy
+9,383
New +$223K 0.03% 157

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

Fortis Capital Management's SOFI Position: Q2 2026 in Review

Fortis Capital Management increased its SoFi Technologies (SOFI) stake by 0.39% in Q2 2026, buying an estimated $762 and bringing the position to 11,442 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #229.

Fortis Capital Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $295K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fortis Capital Management held 11,442 shares of SoFi Technologies worth $205K as of Q2 2026.
  • Fortis Capital Management bought 45 SoFi Technologies shares in Q2 2026, an estimated $762.
  • SoFi Technologies made up 0.02% of Fortis Capital Management's portfolio in Q2 2026, its #229 holding.
  • Fortis Capital Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Fortis Capital Management's SoFi Technologies position peaked at $295K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fortis Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.