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Horizon Financial Services’s SoFi Technologies SOFI Stock Holding History

Horizon Financial Services’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 Hold
100
– – ﹤0.01% 488
2026
Q1 		$1.59K Buy
+100
New +$2.11K ﹤0.01% 351

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Horizon Financial Services's SOFI Position: Q2 2026 in Review

Horizon Financial Services held its SoFi Technologies (SOFI) position steady in Q2 2026 at 100 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Horizon Financial Services first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Horizon Financial Services held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
  • Horizon Financial Services left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Horizon Financial Services's portfolio in Q2 2026, its #488 holding.
  • Horizon Financial Services first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.