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IFS Group’s SoFi Technologies SOFI Stock Holding History

IFS Group’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 		– Sell
-3,000
Closed -$47.6K – 130
2026
Q1 		$47.6K Buy
+3,000
New +$63.2K 0.04% 144

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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 $3.37T AUM 44.26% 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

IFS Group's SOFI Position: Q2 2026 in Review

IFS Group increased its SoFi Technologies (SOFI) stake by 2.4% in Q2 2026, buying an estimated $6.01K and bringing the position to 15,325 shares worth $275K. The position accounts for 0.38% of the portfolio, ranked #72.

IFS Group first reported a position in SOFI in Q3 2025 and has held it in 3 quarters since. The position peaked at $374K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • IFS Group held 15,325 shares of SoFi Technologies worth $275K as of Q2 2026.
  • IFS Group bought 355 SoFi Technologies shares in Q2 2026, an estimated $6.01K.
  • SoFi Technologies made up 0.38% of IFS Group's portfolio in Q2 2026, its #72 holding.
  • IFS Group first reported a position in SoFi Technologies in Q3 2025 and has held it in 3 quarters since.
  • IFS Group's SoFi Technologies position peaked at $374K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on IFS Group's 13F filing for Q2 2026, filed 23 Jul 2026.