Jacobi Capital Management’s SoFi Technologies SOFI Stock Holding History

Jacobi Capital Management’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	$342K	Sell	19,065 -2,000	-9%	-$33.9K	0.02%	534
2026 Q1	$335K	Buy	21,065 +10,500	+99%	+$221K	0.02%	512
2025 Q4	$277K	Hold	10,565	–	–	0.02%	545
2025 Q3	$279K	Hold	10,565	–	–	0.02%	530
2025 Q2	$192K	Hold	10,565	–	–	0.01%	580
2025 Q1	$123K	Hold	10,565	–	–	0.01%	559
2024 Q4	$163K	Sell	10,565 -325	-3%	-$4.22K	0.01%	562
2024 Q3	$85.6K	Hold	10,890	–	–	0.01%	553
2024 Q2	$72K	Sell	10,890 -500	-4%	-$3.53K	0.01%	512
2024 Q1	$83.1K	Buy	11,390 +500	+5%	+$3.97K	0.01%	476
2023 Q4	$108K	Hold	10,890	–	–	0.01%	461
2023 Q3	$87K	Hold	10,890	–	–	0.01%	429
2023 Q2	$90.8K	Hold	10,890	–	–	0.01%	437
2023 Q1	$66.1K	Buy	+10,890	New	+$66K	0.01%	420

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jacobi Capital Management's SOFI Position: Q2 2026 in Review

Jacobi Capital Management reduced its SoFi Technologies (SOFI) stake by 9.5% in Q2 2026, selling an estimated $33.9K and leaving 19,065 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #534.

Jacobi Capital Management first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Jacobi Capital Management held 19,065 shares of SoFi Technologies worth $342K as of Q2 2026.
Jacobi Capital Management sold 2,000 SoFi Technologies shares in Q2 2026, an estimated $33.9K.
SoFi Technologies made up 0.02% of Jacobi Capital Management's portfolio in Q2 2026, its #534 holding.
Jacobi Capital Management first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Jacobi Capital Management's 13F filing for Q2 2026, filed 31 Jul 2026.