James T. Borello
SOFI icon

James T. Borello’s SoFi Technologies SOFI Stock Holding History

James T. Borello’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 		$9.48K Buy
603
+56
+10% +$986 ﹤0.01% 620
2026
Q2 		$9.8K Buy
547
+307
+128% +$5.2K ﹤0.01% 604
2026
Q1 		$3.81K Sell
240
-4
-2% -$84 ﹤0.01% 828
2025
Q4 		$6.39K Buy
244
+74
+44% +$2.06K ﹤0.01% 513
2025
Q3 		$4.49K Buy
+170
New +$4.03K ﹤0.01% 486

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Laurion Capital Management
Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return

James T. Borello's SOFI Position: Q3 2026 in Review

James T. Borello increased its SoFi Technologies (SOFI) stake by 10% in Q3 2026, buying an estimated $986 and bringing the position to 603 shares worth $9.48K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

James T. Borello first reported a position in SOFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $9.8K in Q2 2026. 328 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • James T. Borello held 603 shares of SoFi Technologies worth $9.48K as of Q3 2026.
  • James T. Borello bought 56 SoFi Technologies shares in Q3 2026, an estimated $986.
  • SoFi Technologies made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #620 holding.
  • James T. Borello first reported a position in SoFi Technologies in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello's SoFi Technologies position peaked at $9.8K in Q2 2026.
  • 328 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.