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Independent Financial Group’s SoFi Technologies SOFI Stock Holding History

Independent Financial 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 		$1.45M Sell
81,145
-12,513
-13% -$212K 0.03% 560
2026
Q1 		$1.49M Sell
93,658
-73,208
-44% -$1.54M 0.03% 495
2025
Q4 		$4.37M Buy
166,866
+803
+0.5% +$22.4K 0.1% 194
2025
Q3 		$4.39M Sell
166,063
-34,386
-17% -$816K 0.11% 182
2025
Q2 		$3.65M Buy
200,449
+38,708
+24% +$510K 0.1% 201
2025
Q1 		$1.88M Sell
161,741
-26,879
-14% -$387K 0.06% 300
2024
Q4 		$2.9M Sell
188,620
-67,439
-26% -$876K 0.1% 205
2024
Q3 		$2.01M Buy
256,059
+223,137
+678% +$1.62M 0.07% 266
2024
Q2 		$218K Sell
32,922
-7,763
-19% -$54.7K 0.01% 985
2024
Q1 		$297K Sell
40,685
-5,633
-12% -$44.7K 0.01% 787
2023
Q4 		$461K Buy
46,318
+6,922
+18% +$55K 0.02% 574
2023
Q3 		$315K Buy
39,396
+325
+0.8% +$2.86K 0.02% 643
2023
Q2 		$326K Buy
39,071
+14,665
+60% +$95.6K 0.02% 609
2023
Q1 		$148K Sell
24,406
-19,534
-44% -$118K 0.01% 791
2022
Q4 		$203K Sell
43,940
-18,533
-30% -$91.9K 0.02% 716
2022
Q3 		$305K Buy
62,473
+14,500
+30% +$91.7K 0.03% 537
2022
Q2 		$253K Sell
47,973
-50,703
-51% -$343K 0.03% 560
2022
Q1 		$932K Buy
98,676
+60,361
+158% +$693K 0.08% 270
2021
Q4 		$606K Buy
38,315
+16,128
+73% +$296K 0.05% 373
2021
Q3 		$352K Buy
22,187
+11,624
+110% +$182K 0.04% 472
2021
Q2 		$202K Buy
+10,563
New +$196K 0.02% 668

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

Independent Financial Group's SOFI Position: Q2 2026 in Review

Independent Financial Group reduced its SoFi Technologies (SOFI) stake by 13% in Q2 2026, selling an estimated $212K and leaving 81,145 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #560.

Independent Financial Group first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.39M in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Independent Financial Group held 81,145 shares of SoFi Technologies worth $1.45M as of Q2 2026.
  • Independent Financial Group sold 12,513 SoFi Technologies shares in Q2 2026, an estimated $212K.
  • SoFi Technologies made up 0.03% of Independent Financial Group's portfolio in Q2 2026, its #560 holding.
  • Independent Financial Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Independent Financial Group's SoFi Technologies position peaked at $4.39M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.