HHCP
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Hilton Head Capital Partners’s SoFi Technologies SOFI Stock Holding History

Hilton Head Capital 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 		$78.5K Buy
4,380
+166
+4% +$2.81K 0.04% 241
2026
Q1 		$66.9K Hold
4,214
– – 0.04% 251
2025
Q4 		$110K Buy
+4,214
New +$117K 0.06% 184

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

Hilton Head Capital Partners's SOFI Position: Q2 2026 in Review

Hilton Head Capital Partners increased its SoFi Technologies (SOFI) stake by 3.9% in Q2 2026, buying an estimated $2.81K and bringing the position to 4,380 shares worth $78.5K. The position accounts for 0.04% of the portfolio, ranked #241.

Hilton Head Capital Partners first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $110K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Hilton Head Capital Partners held 4,380 shares of SoFi Technologies worth $78.5K as of Q2 2026.
  • Hilton Head Capital Partners bought 166 SoFi Technologies shares in Q2 2026, an estimated $2.81K.
  • SoFi Technologies made up 0.04% of Hilton Head Capital Partners's portfolio in Q2 2026, its #241 holding.
  • Hilton Head Capital Partners first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Hilton Head Capital Partners's SoFi Technologies position peaked at $110K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Hilton Head Capital Partners's 13F filing for Q2 2026, filed 27 Jul 2026.