Global Retirement Partners’s SoFi Technologies SOFI Stock Holding History
Bought
Maintained
Sold
Other funds holding SOFI
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.