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Freestone Capital Holdings’s SoFi Technologies SOFI Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-100
Closed -$2.62K – 621
2025
Q4 		$2.62K Buy
+100
New +$2.79K ﹤0.01% 555

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

Freestone Capital Holdings's SOFI Position: Q2 2026 in Review

Freestone Capital Holdings reduced its SoFi Technologies (SOFI) stake by 11% in Q2 2026, selling an estimated $54.5K and leaving 26,878 shares worth $482K. The position accounts for 0.01% of the portfolio, ranked #395.

Freestone Capital Holdings first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $719K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Freestone Capital Holdings held 26,878 shares of SoFi Technologies worth $482K as of Q2 2026.
  • Freestone Capital Holdings sold 3,216 SoFi Technologies shares in Q2 2026, an estimated $54.5K.
  • SoFi Technologies made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #395 holding.
  • Freestone Capital Holdings first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
  • Freestone Capital Holdings's SoFi Technologies position peaked at $719K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.