Guardian Partners’s SoFi Technologies SOFI Stock Holding History

Guardian 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	$1.08M	Buy	+60,000	New	+$1.02M	0.1%	111

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

Guardian Partners's SOFI Position: Q2 2026 in Review

Guardian Partners opened a new position in SoFi Technologies (SOFI) in Q2 2026: 60,000 shares worth $1.08M. The stake represents 0.1% of the portfolio and ranks #111 among its holdings.

916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Guardian Partners held 60,000 shares of SoFi Technologies worth $1.08M as of Q2 2026.
SoFi Technologies was a new Guardian Partners position in Q2 2026.
SoFi Technologies made up 0.1% of Guardian Partners's portfolio in Q2 2026, its #111 holding.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.