Interchange Capital Partners’s SoFi Technologies SOFI Stock Holding History

Interchange Capital 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 Q3	$267K	Sell	16,964 -948	-5%	-$16.7K	0.04%	350
2026 Q2	$321K	Buy	+17,912	New	+$303K	0.06%	283
2025 Q4	–	Sell	-7,970	Closed	-$211K	–	453
2025 Q3	$211K	Buy	+7,970	New	+$189K	0.04%	331
2025 Q1	–	Sell	-12,246	Closed	-$189K	–	313
2024 Q4	$189K	Sell	12,246 -1,636	-12%	-$21.2K	0.07%	243
2024 Q3	$109K	Sell	13,882 -8,514	-38%	-$61.9K	0.04%	262
2024 Q2	$148K	Buy	22,396 +1,255	+6%	+$8.85K	0.05%	260
2024 Q1	$167K	Buy	+21,141	New	+$168K	0.11%	165

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Interchange Capital Partners's SOFI Position: Q3 2026 in Review

Interchange Capital Partners reduced its SoFi Technologies (SOFI) stake by 5.3% in Q3 2026, selling an estimated $16.7K and leaving 16,964 shares worth $267K. The position accounts for 0.04% of the portfolio, ranked #350.

Interchange Capital Partners first reported a position in SOFI in Q1 2024 and has held it in 7 quarters since. The position peaked at $321K in Q2 2026. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Interchange Capital Partners held 16,964 shares of SoFi Technologies worth $267K as of Q3 2026.
Interchange Capital Partners sold 948 SoFi Technologies shares in Q3 2026, an estimated $16.7K.
SoFi Technologies made up 0.04% of Interchange Capital Partners's portfolio in Q3 2026, its #350 holding.
Interchange Capital Partners first reported a position in SoFi Technologies in Q1 2024 and has held it in 7 quarters since.
Interchange Capital Partners's SoFi Technologies position peaked at $321K in Q2 2026.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Interchange Capital Partners's 13F filing for Q3 2026, filed 28 Oct 2026.