HM Payson & Co’s SoFi Technologies SOFI Stock Holding History

HM Payson & Co’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	$1.79K	Sell	100 -525	-84%	-$8.89K	﹤0.01%	1060
2026 Q1	$9.93K	Buy	625 +525	+525%	+$11.1K	﹤0.01%	915
2025 Q4	$2.62K	Hold	100	–	–	﹤0.01%	1026
2025 Q3	$2.64K	Hold	100	–	–	﹤0.01%	992
2025 Q2	$1.82K	Hold	100	–	–	﹤0.01%	930
2025 Q1	$1.16K	Hold	100	–	–	﹤0.01%	998
2024 Q4	$1.54K	Hold	100	–	–	﹤0.01%	979
2024 Q3	$786	Hold	100	–	–	﹤0.01%	1039
2024 Q2	$661	Hold	100	–	–	﹤0.01%	963
2024 Q1	$730	Hold	100	–	–	﹤0.01%	932
2023 Q4	$995	Hold	100	–	–	﹤0.01%	928
2023 Q3	$799	Hold	100	–	–	﹤0.01%	969
2023 Q2	$834	Hold	100	–	–	﹤0.01%	950
2023 Q1	$607	Hold	100	–	–	﹤0.01%	972
2022 Q4	$461	Hold	100	–	–	﹤0.01%	903
2022 Q3	$0	Hold	100	–	–	﹤0.01%	1072
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	1018
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	1031
2021 Q4	$2K	Hold	100	–	–	﹤0.01%	1020
2021 Q3	$2K	Hold	100	–	–	﹤0.01%	1011
2021 Q2	$2K	Hold	100	–	–	﹤0.01%	1013
2021 Q1	$2K	Buy	+100	New	+$1.97K	﹤0.01%	1062

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

HM Payson & Co's SOFI Position: Q2 2026 in Review

HM Payson & Co reduced its SoFi Technologies (SOFI) stake by 84% in Q2 2026, selling an estimated $8.89K and leaving 100 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

HM Payson & Co first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $9.93K in Q1 2026. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

HM Payson & Co held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
HM Payson & Co sold 525 SoFi Technologies shares in Q2 2026, an estimated $8.89K.
SoFi Technologies made up ﹤0.01% of HM Payson & Co's portfolio in Q2 2026, its #1060 holding.
HM Payson & Co first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
HM Payson & Co's SoFi Technologies position peaked at $9.93K in Q1 2026.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.