Golden State Equity Partners’s SoFi Technologies SOFI Stock Holding History

Golden State Equity 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	–	Sell	-2,523	Closed	-$40.1K	–	1546
2026 Q1	$40.1K	Buy	+2,523	New	+$53.2K	﹤0.01%	931
2024 Q4	–	Sell	-109	Closed	-$856	–	807
2024 Q3	$856	Buy	+109	New	+$792	﹤0.01%	866

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Golden State Equity Partners's SOFI Position: Q2 2026 in Review

Golden State Equity Partners sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 2,523 shares — an estimated $40.1K sold.

Golden State Equity Partners first reported a position in SOFI in Q3 2024 and held it in 2 quarters. The position peaked at $40.1K in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Golden State Equity Partners reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 2,523 SoFi Technologies shares in Q2 2026, an estimated $40.1K.
Golden State Equity Partners first reported a position in SoFi Technologies in Q3 2024 and held it in 2 quarters.
Golden State Equity Partners's SoFi Technologies position peaked at $40.1K in Q1 2026.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.