HCM
SOFI icon

Hollencrest Capital Management’s SoFi Technologies SOFI Stock Holding History

Hollencrest Capital Management’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 		$19.7K Sell
1,100
-3,516
-76% -$59.6K ﹤0.01% 731
2026
Q1 		$73.3K Buy
+4,616
New +$97.3K ﹤0.01% 483
2025
Q4 		– Sell
-5,701
Closed -$151K – 1254
2025
Q3 		$151K Buy
+5,701
New +$135K 0.01% 360
2025
Q1 		– Sell
-2,000
Closed -$30.8K – 1231
2024
Q4 		$30.8K Buy
+2,000
New +$26K ﹤0.01% 611

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Hollencrest Capital Management's SOFI Position: Q2 2026 in Review

Hollencrest Capital Management reduced its SoFi Technologies (SOFI) stake by 76% in Q2 2026, selling an estimated $59.6K and leaving 1,100 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #731.

Hollencrest Capital Management first reported a position in SOFI in Q4 2024 and has held it in 4 quarters since. The position peaked at $151K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Hollencrest Capital Management held 1,100 shares of SoFi Technologies worth $19.7K as of Q2 2026.
  • Hollencrest Capital Management sold 3,516 SoFi Technologies shares in Q2 2026, an estimated $59.6K.
  • SoFi Technologies made up ﹤0.01% of Hollencrest Capital Management's portfolio in Q2 2026, its #731 holding.
  • Hollencrest Capital Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 4 quarters since.
  • Hollencrest Capital Management's SoFi Technologies position peaked at $151K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Hollencrest Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.