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Hazlett, Burt & Watson’s SoFi Technologies SOFI Stock Holding History

Hazlett, Burt & Watson’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 		$21K Hold
1,176
– – 0.01% 595
2026
Q1 		$19K Hold
1,176
– – 0.01% 597
2025
Q4 		$31K Hold
1,176
– – 0.01% 531
2025
Q3 		$31K Sell
1,176
-1,124
-49% -$26.7K 0.01% 501
2025
Q2 		$42K Hold
2,300
– – 0.02% 401
2025
Q1 		$27K Buy
2,300
+2,200
+2,200% +$31.7K 0.01% 455
2024
Q4 		$2K Hold
100
– – ﹤0.01% 716
2024
Q3 		$1K Hold
100
– – ﹤0.01% 711
2024
Q2 		$1K Hold
100
– – ﹤0.01% 692
2024
Q1 		$1K Hold
100
– – ﹤0.01% 691
2023
Q4 		$1K Sell
100
-1,470
-94% -$11.7K ﹤0.01% 669
2023
Q3 		$13K Buy
+1,570
New +$13.8K 0.01% 470

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

Hazlett, Burt & Watson's SOFI Position: Q2 2026 in Review

Hazlett, Burt & Watson held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,176 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #595.

Hazlett, Burt & Watson first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $42K in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Hazlett, Burt & Watson held 1,176 shares of SoFi Technologies worth $21K as of Q2 2026.
  • Hazlett, Burt & Watson left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #595 holding.
  • Hazlett, Burt & Watson first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
  • Hazlett, Burt & Watson's SoFi Technologies position peaked at $42K in Q2 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.