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Global Retirement Partners’s SoFi Technologies SOFI Stock Holding History

Global Retirement Partners’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 		$1.13M Buy
+63,124
New +$1.07M 0.02% 703
2025
Q4 		$1.54M Sell
58,648
-13,032
-18% -$363K 0.03% 518
2025
Q3 		$1.89M Sell
71,680
-32,117
-31% -$762K 0.04% 373
2025
Q2 		$1.89M Buy
+103,797
New +$1.37M 0.05% 355
2024
Q4 		$764K Buy
49,586
+2,984
+6% +$38.8K 0.02% 511
2024
Q3 		$366K Buy
46,602
+8,323
+22% +$60.5K 0.01% 726
2024
Q2 		$253K Buy
38,279
+1,450
+4% +$10.2K 0.01% 811
2024
Q1 		$269K Buy
36,829
+29,950
+435% +$238K 0.01% 694
2023
Q4 		$53.1K Buy
6,879
+24
+0.4% +$191 ﹤0.01% 1333
2023
Q3 		$51.2K Buy
6,855
+13
+0.2% +$114 ﹤0.01% 1260
2023
Q2 		$57.1K Buy
6,842
+1,407
+26% +$9.17K ﹤0.01% 1205
2023
Q1 		$26.4K Buy
5,435
+4,172
+330% +$25.3K ﹤0.01% 1523
2022
Q4 		$5.82K Sell
1,263
-150
-11% -$744 ﹤0.01% 1978
2022
Q3 		$8K Buy
1,413
+1,000
+242% +$6.33K ﹤0.01% 1778
2022
Q2 		$2K Hold
413
– – ﹤0.01% 2273
2022
Q1 		$3K Buy
+413
New +$4.74K ﹤0.01% 2103
2021
Q3 		– Sell
-225
Closed -$4K – 2051
2021
Q2 		$4K Sell
225
-75
-25% -$1.39K ﹤0.01% 1640
2021
Q1 		$5K Buy
+300
New +$5.92K ﹤0.01% 1490

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 Retirement Partners's SOFI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in SoFi Technologies (SOFI) in Q2 2026: 63,124 shares worth $1.13M. The stake represents 0.02% of the portfolio and ranks #703 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SOFI as recently as Q4 2025.

Global Retirement Partners first reported a position in SOFI in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.89M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Global Retirement Partners held 63,124 shares of SoFi Technologies worth $1.13M as of Q2 2026.
  • SoFi Technologies was a new Global Retirement Partners position in Q2 2026.
  • SoFi Technologies made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #703 holding.
  • Global Retirement Partners first reported a position in SoFi Technologies in Q1 2021 and has held it in 18 quarters since.
  • Global Retirement Partners's SoFi Technologies position peaked at $1.89M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.