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Harvest Portfolios Group’s SoFi Technologies SOFI Stock Holding History

Harvest Portfolios Group’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 		$86.2M Buy
4,806,357
+2,262,241
+89% +$38.3M 1.22% 19
2026
Q1 		$40.4M Buy
2,544,116
+843,819
+50% +$17.8M 0.67% 42
2025
Q4 		$44.5M Buy
1,700,297
+1,661,933
+4,332% +$46.3M 0.77% 40
2025
Q3 		$1.01M Buy
+38,364
New +$910K 0.02% 208

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

Harvest Portfolios Group's SOFI Position: Q2 2026 in Review

Harvest Portfolios Group increased its SoFi Technologies (SOFI) stake by 89% in Q2 2026, buying an estimated $38.3M and bringing the position to 4,806,357 shares worth $86.2M. The position accounts for 1.22% of the portfolio, ranked #19.

Harvest Portfolios Group first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Harvest Portfolios Group held 4,806,357 shares of SoFi Technologies worth $86.2M as of Q2 2026.
  • Harvest Portfolios Group bought 2,262,241 SoFi Technologies shares in Q2 2026, an estimated $38.3M.
  • SoFi Technologies made up 1.22% of Harvest Portfolios Group's portfolio in Q2 2026, its #19 holding.
  • Harvest Portfolios Group first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.