Highline Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Highline Wealth 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	$3.41K	Hold	190	–	–	﹤0.01%	969
2026 Q1	$3.02K	Sell	190 -19	-9%	-$401	﹤0.01%	898
2025 Q4	$5.47K	Buy	209 +19	+10%	+$529	﹤0.01%	534
2025 Q3	$5.02K	Hold	190	–	–	﹤0.01%	566
2025 Q2	$3.46K	Hold	190	–	–	﹤0.01%	532
2025 Q1	$2.21K	Buy	+190	New	+$2.74K	﹤0.01%	611

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

Highline Wealth Partners's SOFI Position: Q2 2026 in Review

Highline Wealth Partners held its SoFi Technologies (SOFI) position steady in Q2 2026 at 190 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Highline Wealth Partners first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.47K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Highline Wealth Partners held 190 shares of SoFi Technologies worth $3.41K as of Q2 2026.
Highline Wealth Partners left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #969 holding.
Highline Wealth Partners first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
Highline Wealth Partners's SoFi Technologies position peaked at $5.47K in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.