Jones Financial Companies
SOFI icon

Jones Financial Companies’s SoFi Technologies SOFI Stock Holding History

Jones Financial Companies’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 		$17.8M Buy
994,992
+190,775
+24% +$3.23M 0.01% 712
2026
Q1 		$12.2M Buy
804,217
+232,010
+41% +$4.89M 0.01% 756
2025
Q4 		$15M Buy
572,207
+113,504
+25% +$3.16M 0.01% 372
2025
Q3 		$12.8M Buy
458,703
+60,676
+15% +$1.44M 0.01% 367
2025
Q2 		$6.84M Buy
398,027
+93,890
+31% +$1.24M 0.01% 428
2025
Q1 		$3.6M Buy
304,137
+87,076
+40% +$1.25M ﹤0.01% 505
2024
Q4 		$3.34M Buy
217,061
+36,842
+20% +$479K ﹤0.01% 443
2024
Q3 		$1.43M Buy
180,219
+91,185
+102% +$663K ﹤0.01% 515
2024
Q2 		$589K Buy
89,034
+68,356
+331% +$482K ﹤0.01% 521
2024
Q1 		$151K Buy
20,678
+16,295
+372% +$129K ﹤0.01% 507
2023
Q4 		$43.6K Buy
+4,383
New +$34.8K ﹤0.01% 493

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 $3.38T AUM 44.17% 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

Jones Financial Companies's SOFI Position: Q2 2026 in Review

Jones Financial Companies increased its SoFi Technologies (SOFI) stake by 24% in Q2 2026, buying an estimated $3.23M and bringing the position to 994,992 shares worth $17.8M. The position accounts for 0.01% of the portfolio, ranked #712.

Jones Financial Companies first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Jones Financial Companies held 994,992 shares of SoFi Technologies worth $17.8M as of Q2 2026.
  • Jones Financial Companies bought 190,775 SoFi Technologies shares in Q2 2026, an estimated $3.23M.
  • SoFi Technologies made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #712 holding.
  • Jones Financial Companies first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.