Kelleher Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Kelleher Financial Advisors’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	$5.38K	Buy	+300	New	+$5.08K	﹤0.01%	662

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Kelleher Financial Advisors's SOFI Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2026: 300 shares worth $5.38K. The stake represents ﹤0.01% of the portfolio and ranks #662 among its holdings.

916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Kelleher Financial Advisors held 300 shares of SoFi Technologies worth $5.38K as of Q2 2026.
SoFi Technologies was a new Kelleher Financial Advisors position in Q2 2026.
SoFi Technologies made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #662 holding.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.