HI
SOFI icon

Harbour Investments’s SoFi Technologies SOFI Stock Holding History

Harbour Investments’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 		$1.61M Buy
89,787
+6,621
+8% +$112K 0.02% 620
2026
Q1 		$1.32M Buy
83,166
+13,078
+19% +$276K 0.02% 666
2025
Q4 		$1.83M Buy
70,088
+1,374
+2% +$38.3K 0.04% 420
2025
Q3 		$1.82M Sell
68,714
-182
-0.3% -$4.32K 0.04% 376
2025
Q2 		$1.25M Sell
68,896
-1,684
-2% -$22.2K 0.03% 457
2025
Q1 		$821K Buy
70,580
+2,463
+4% +$35.5K 0.02% 544
2024
Q4 		$1.05M Buy
68,117
+6,018
+10% +$78.2K 0.03% 458
2024
Q3 		$488K Buy
62,099
+2,985
+5% +$21.7K 0.01% 663
2024
Q2 		$391K Sell
59,114
-7,467
-11% -$52.7K 0.01% 696
2024
Q1 		$486K Buy
66,581
+5,916
+10% +$47K 0.02% 599
2023
Q4 		$604K Buy
60,665
+3,025
+5% +$24K 0.03% 482
2023
Q3 		$461K Buy
57,640
+3,727
+7% +$32.8K 0.02% 511
2023
Q2 		$450K Buy
53,913
+4,975
+10% +$32.4K 0.02% 526
2023
Q1 		$297K Buy
48,938
+3,460
+8% +$21K 0.02% 627
2022
Q4 		$210K Buy
45,478
+8,253
+22% +$40.9K 0.01% 731
2022
Q3 		$196K Hold
37,225
– – 0.01% 700
2022
Q2 		$196K Buy
+37,225
New +$252K 0.01% 700
2021
Q2 		– Sell
-1,591
Closed -$27K – 3954
2021
Q1 		$27K Buy
+1,591
New +$31.4K ﹤0.01% 2044

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

Harbour Investments's SOFI Position: Q2 2026 in Review

Harbour Investments increased its SoFi Technologies (SOFI) stake by 8% in Q2 2026, buying an estimated $112K and bringing the position to 89,787 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #620.

Harbour Investments first reported a position in SOFI in Q1 2021 and has held it in 18 quarters since. The position peaked at $1.83M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Harbour Investments held 89,787 shares of SoFi Technologies worth $1.61M as of Q2 2026.
  • Harbour Investments bought 6,621 SoFi Technologies shares in Q2 2026, an estimated $112K.
  • SoFi Technologies made up 0.02% of Harbour Investments's portfolio in Q2 2026, its #620 holding.
  • Harbour Investments first reported a position in SoFi Technologies in Q1 2021 and has held it in 18 quarters since.
  • Harbour Investments's SoFi Technologies position peaked at $1.83M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.