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Fortitude Family Office’s SoFi Technologies SOFI Stock Holding History

Fortitude Family Office’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 		$17.3K Sell
964
-75
-7% -$1.27K ﹤0.01% 575
2026
Q1 		$16.5K Buy
1,039
+348
+50% +$7.34K ﹤0.01% 482
2025
Q4 		$18.1K Buy
691
+25
+4% +$697 ﹤0.01% 426
2025
Q3 		$17.6K Sell
666
-78
-10% -$1.85K ﹤0.01% 423
2025
Q2 		$13.5K Buy
744
+632
+564% +$8.33K ﹤0.01% 467
2025
Q1 		$1.3K Buy
112
+20
+22% +$288 ﹤0.01% 989
2024
Q4 		$1.42K Sell
92
-5,448
-98% -$70.8K ﹤0.01% 1080
2024
Q3 		$43.5K Hold
5,540
– – 0.02% 268
2024
Q2 		$36.6K Sell
5,540
-1,211
-18% -$8.54K 0.02% 215
2024
Q1 		$49.3K Buy
6,751
+764
+13% +$6.07K 0.03% 153
2023
Q4 		$59.6K Buy
+5,987
New +$47.6K 0.04% 143

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 $3.38T AUM 44.17% 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

Fortitude Family Office's SOFI Position: Q2 2026 in Review

Fortitude Family Office reduced its SoFi Technologies (SOFI) stake by 7.2% in Q2 2026, selling an estimated $1.27K and leaving 964 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

Fortitude Family Office first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $59.6K in Q4 2023. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Fortitude Family Office held 964 shares of SoFi Technologies worth $17.3K as of Q2 2026.
  • Fortitude Family Office sold 75 SoFi Technologies shares in Q2 2026, an estimated $1.27K.
  • SoFi Technologies made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #575 holding.
  • Fortitude Family Office first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's SoFi Technologies position peaked at $59.6K in Q4 2023.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.