ICP
SOFI icon

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
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% -$21.3K 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

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
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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Interchange Capital Partners's SOFI Position: Q2 2026 in Review

Interchange Capital Partners opened a new position in SoFi Technologies (SOFI) in Q2 2026: 17,912 shares worth $321K. The stake represents 0.06% of the portfolio and ranks #283 among its holdings. This is a return to the name: Interchange Capital Partners previously reported a position in SOFI as recently as Q3 2025.

Interchange Capital Partners first reported a position in SOFI in Q1 2024 and has held it in 6 quarters since. 345 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Interchange Capital Partners held 17,912 shares of SoFi Technologies worth $321K as of Q2 2026.
  • SoFi Technologies was a new Interchange Capital Partners position in Q2 2026.
  • SoFi Technologies made up 0.06% of Interchange Capital Partners's portfolio in Q2 2026, its #283 holding.
  • Interchange Capital Partners first reported a position in SoFi Technologies in Q1 2024 and has held it in 6 quarters since.
  • 345 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Interchange Capital Partners's 13F filing for Q2 2026, filed 20 Jul 2026.