HUB Investment Partners’s SoFi Technologies SOFI Stock Holding History

HUB Investment 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	$1.56M	Buy	87,197 +5,045	+6%	+$85.5K	0.03%	342
2026 Q1	$1.3M	Buy	82,152 +18,336	+29%	+$387K	0.03%	316
2025 Q4	$1.67M	Sell	63,816 -514	-0.8%	-$14.3K	0.04%	234
2025 Q3	$1.7M	Sell	64,330 -16,255	-20%	-$386K	0.06%	211
2025 Q2	$1.47M	Buy	80,585 +49,672	+161%	+$655K	0.05%	219
2025 Q1	$360K	Buy	30,913 +1,138	+4%	+$16.4K	0.01%	401
2024 Q4	$459K	Sell	29,775 -1,334	-4%	-$17.3K	0.02%	325
2024 Q3	$245K	Buy	31,109 +3,317	+12%	+$24.1K	0.01%	435
2024 Q2	$184K	Sell	27,792 -3,000	-10%	-$21.2K	0.01%	449
2024 Q1	$225K	Buy	+30,792	New	+$245K	0.01%	411

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 $3.38T AUM 44.17% 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

HUB Investment Partners's SOFI Position: Q2 2026 in Review

HUB Investment Partners increased its SoFi Technologies (SOFI) stake by 6.1% in Q2 2026, buying an estimated $85.5K and bringing the position to 87,197 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #342.

HUB Investment Partners first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.7M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

HUB Investment Partners held 87,197 shares of SoFi Technologies worth $1.56M as of Q2 2026.
HUB Investment Partners bought 5,045 SoFi Technologies shares in Q2 2026, an estimated $85.5K.
SoFi Technologies made up 0.03% of HUB Investment Partners's portfolio in Q2 2026, its #342 holding.
HUB Investment Partners first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
HUB Investment Partners's SoFi Technologies position peaked at $1.7M in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.