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Hughes Financial Services’s SoFi Technologies SOFI Stock Holding History

Hughes 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 		$2.08K Buy
116
+4
+4% +$68 ﹤0.01% 754
2026
Q1 		$1.78K Sell
112
-3
-3% -$63 ﹤0.01% 631
2025
Q4 		$3.01K Hold
115
– – ﹤0.01% 469
2025
Q3 		$3.51K Hold
115
– – ﹤0.01% 452
2025
Q2 		$2.47K Buy
115
+48
+72% +$633 ﹤0.01% 512
2025
Q1 		$798 Buy
+67
New +$966 ﹤0.01% 748

Other funds holding SOFI

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 $3.38T AUM 44.17% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Hughes Financial Services increased its SoFi Technologies (SOFI) stake by 3.6% in Q2 2026, buying an estimated $68 and bringing the position to 116 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #754.

Hughes Financial Services first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.51K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Hughes Financial Services held 116 shares of SoFi Technologies worth $2.08K as of Q2 2026.
  • Hughes Financial Services bought 4 SoFi Technologies shares in Q2 2026, an estimated $68.
  • SoFi Technologies made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #754 holding.
  • Hughes Financial Services first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Hughes Financial Services's SoFi Technologies position peaked at $3.51K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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