Janney Montgomery Scott
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Janney Montgomery Scott’s SoFi Technologies SOFI Stock Holding History

Janney Montgomery Scott’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 		$6.06M Buy
338,150
+67,239
+25% +$1.14M 0.01% 874
2026
Q1 		$4.3M Buy
270,911
+14,259
+6% +$301K 0.01% 910
2025
Q4 		$6.72M Buy
256,652
+47,380
+23% +$1.32M 0.02% 765
2025
Q3 		$5.53M Buy
209,272
+41,902
+25% +$994K 0.01% 850
2025
Q2 		$3.05M Buy
167,370
+19,439
+13% +$256K 0.01% 1024
2025
Q1 		$1.72M Buy
147,931
+22,187
+18% +$320K ﹤0.01% 1233
2024
Q4 		$1.94M Sell
125,744
-9,319
-7% -$121K 0.01% 1164
2024
Q3 		$1.06M Buy
135,063
+27,958
+26% +$203K ﹤0.01% 1469
2024
Q2 		$708K Buy
107,105
+56,365
+111% +$397K ﹤0.01% 1654
2024
Q1 		$370K Sell
50,740
-62,300
-55% -$495K ﹤0.01% 2197
2023
Q4 		$1.13M Buy
113,040
+27,750
+33% +$221K ﹤0.01% 1381
2023
Q3 		$681K Buy
85,290
+35,750
+72% +$314K ﹤0.01% 1571
2023
Q2 		$413K Sell
49,540
-7,299
-13% -$47.6K ﹤0.01% 2012
2023
Q1 		$345K Sell
56,839
-910
-2% -$5.52K ﹤0.01% 1966
2022
Q4 		$266K Buy
57,749
+2,735
+5% +$13.6K ﹤0.01% 2203
2022
Q3 		$268K Sell
55,014
-7,625
-12% -$48.2K ﹤0.01% 2088
2022
Q2 		$348K Buy
+62,639
New +$423K ﹤0.01% 1829
2022
Q1 		– Sell
-94,013
Closed -$1.49M – 2420
2021
Q4 		$1.49M Buy
94,013
+62,641
+200% +$1.15M 0.01% 1124
2021
Q3 		$498K Buy
31,372
+17,928
+133% +$281K ﹤0.01% 1655
2021
Q2 		$258K Sell
13,444
-250
-2% -$4.63K ﹤0.01% 2000
2021
Q1 		$235K Buy
+13,694
New +$270K ﹤0.01% 1986

Other funds holding SOFI

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Janney Montgomery Scott's SOFI Position: Q2 2026 in Review

Janney Montgomery Scott increased its SoFi Technologies (SOFI) stake by 25% in Q2 2026, buying an estimated $1.14M and bringing the position to 338,150 shares worth $6.06M. The position accounts for 0.01% of the portfolio, ranked #874.

Janney Montgomery Scott first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $6.72M in Q4 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Janney Montgomery Scott held 338,150 shares of SoFi Technologies worth $6.06M as of Q2 2026.
  • Janney Montgomery Scott bought 67,239 SoFi Technologies shares in Q2 2026, an estimated $1.14M.
  • SoFi Technologies made up 0.01% of Janney Montgomery Scott's portfolio in Q2 2026, its #874 holding.
  • Janney Montgomery Scott first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • Janney Montgomery Scott's SoFi Technologies position peaked at $6.72M in Q4 2025.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Janney Montgomery Scott's 13F filing for Q2 2026, filed 5 Aug 2026.