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Howland Capital Management’s SoFi Technologies SOFI Stock Holding History

Howland 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 		$957K Hold
53,347
– – 0.03% 165
2026
Q1 		$847K Sell
53,347
-1,800
-3% -$37.9K 0.03% 159
2025
Q4 		$1.44M Buy
55,147
+1,800
+3% +$50.2K 0.05% 126
2025
Q3 		$1.41M Buy
+53,347
New +$1.27M 0.05% 137

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return

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

Howland Capital Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 53,347 shares worth $957K. The position accounts for 0.03% of the portfolio, ranked #165.

Howland Capital Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.44M in Q4 2025. 175 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Howland Capital Management held 53,347 shares of SoFi Technologies worth $957K as of Q2 2026.
  • Howland Capital Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.03% of Howland Capital Management's portfolio in Q2 2026, its #165 holding.
  • Howland Capital Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Howland Capital Management's SoFi Technologies position peaked at $1.44M in Q4 2025.
  • 175 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.