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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 		$708K Buy
39,500
+14,400
+57% +$244K 0.01% 563
2026
Q1 		$399K Buy
+25,100
New +$529K 0.01% 674

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 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
PLFS
Provident Living Financial Services Lehi, Utah $101M 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. 438 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.
  • 438 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.