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Global Financial Private Client’s SoFi Technologies SOFI Stock Holding History

Global Financial Private Client’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 		$309K Buy
17,226
+5,603
+48% +$94.9K 0.08% 206
2026
Q1 		$185K Buy
11,623
+3,907
+51% +$82.4K 0.06% 235
2025
Q4 		$202K Sell
7,716
-9,800
-56% -$273K 0.07% 226
2025
Q3 		$463K Buy
17,516
+203
+1% +$4.82K 0.16% 150
2025
Q2 		$315K Buy
17,313
+3,507
+25% +$46.2K 0.12% 177
2025
Q1 		$161K Sell
13,806
-90
-0.6% -$1.3K 0.06% 219
2024
Q4 		$214K Sell
13,896
-35
-0.3% -$455 0.08% 193
2024
Q3 		$109K Hold
13,931
– – 0.04% 251
2024
Q2 		$92.1K Buy
13,931
+1,004
+8% +$7.08K 0.04% 245
2024
Q1 		$93.3K Buy
12,927
+1,008
+8% +$8.01K 0.04% 243
2023
Q4 		$119K Buy
11,919
+4,330
+57% +$34.4K 0.06% 211
2023
Q3 		$59.5K Buy
7,589
+3,113
+70% +$27.4K 0.03% 267
2023
Q2 		$38.1K Buy
+4,476
New +$29.2K 0.02% 316

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

Global Financial Private Client's SOFI Position: Q2 2026 in Review

Global Financial Private Client increased its SoFi Technologies (SOFI) stake by 48% in Q2 2026, buying an estimated $94.9K and bringing the position to 17,226 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #206.

Global Financial Private Client first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $463K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Global Financial Private Client held 17,226 shares of SoFi Technologies worth $309K as of Q2 2026.
  • Global Financial Private Client bought 5,603 SoFi Technologies shares in Q2 2026, an estimated $94.9K.
  • SoFi Technologies made up 0.08% of Global Financial Private Client's portfolio in Q2 2026, its #206 holding.
  • Global Financial Private Client first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
  • Global Financial Private Client's SoFi Technologies position peaked at $463K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Global Financial Private Client's 13F filing for Q2 2026, filed 20 Jul 2026.