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Founders Financial Securities’s SoFi Technologies SOFI Stock Holding History

Founders Financial Securities’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 		$404K Buy
22,511
+1,034
+5% +$17.5K 0.02% 419
2026
Q1 		$349K Sell
21,477
-332
-2% -$7K 0.02% 428
2025
Q4 		$571K Buy
21,809
+340
+2% +$9.47K 0.03% 363
2025
Q3 		$567K Sell
21,469
-1,103
-5% -$26.2K 0.04% 325
2025
Q2 		$411K Buy
22,572
+300
+1% +$3.96K 0.03% 372
2025
Q1 		$294K Sell
22,272
-5,500
-20% -$79.3K 0.02% 397
2024
Q4 		$428K Sell
27,772
-788
-3% -$10.2K 0.04% 328
2024
Q3 		$224K Buy
28,560
+1,500
+6% +$10.9K 0.02% 401
2024
Q2 		$179K Buy
27,060
+2,000
+8% +$14.1K 0.02% 409
2024
Q1 		$183K Hold
25,060
– – 0.02% 370
2023
Q4 		$249K Buy
25,060
+3,060
+14% +$24.3K 0.03% 328
2023
Q3 		$176K Sell
22,000
-1,000
-4% -$8.79K 0.02% 311
2023
Q2 		$192K Hold
23,000
– – 0.03% 304
2023
Q1 		$140K Buy
23,000
+1,000
+5% +$6.06K 0.02% 304
2022
Q4 		$101K Buy
22,000
+10,500
+91% +$52.1K 0.02% 311
2022
Q3 		$56K Buy
+11,500
New +$72.8K 0.01% 296

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

Founders Financial Securities's SOFI Position: Q2 2026 in Review

Founders Financial Securities increased its SoFi Technologies (SOFI) stake by 4.8% in Q2 2026, buying an estimated $17.5K and bringing the position to 22,511 shares worth $404K. The position accounts for 0.02% of the portfolio, ranked #419.

Founders Financial Securities first reported a position in SOFI in Q3 2022 and has held it in 16 quarters since. The position peaked at $571K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Founders Financial Securities held 22,511 shares of SoFi Technologies worth $404K as of Q2 2026.
  • Founders Financial Securities bought 1,034 SoFi Technologies shares in Q2 2026, an estimated $17.5K.
  • SoFi Technologies made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #419 holding.
  • Founders Financial Securities first reported a position in SoFi Technologies in Q3 2022 and has held it in 16 quarters since.
  • Founders Financial Securities's SoFi Technologies position peaked at $571K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.