Kennedy Investment Group’s SoFi Technologies SOFI Stock Holding History

Kennedy Investment Group’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	$433K	Hold	24,166	–	–	0.15%	104
2026 Q1	$384K	Sell	24,166 -3,834	-14%	-$80.8K	0.15%	103
2025 Q4	$733K	Sell	28,000 -2,400	-8%	-$66.9K	0.28%	80
2025 Q3	$803K	Sell	30,400 -27,900	-48%	-$662K	0.32%	69
2025 Q2	$1.06M	Sell	58,300 -6,600	-10%	-$87K	0.45%	54
2025 Q1	$755K	Sell	64,900 -5,300	-8%	-$76.4K	0.35%	71
2024 Q4	$1.08M	Sell	70,200 -47,800	-41%	-$621K	0.49%	54
2024 Q3	$927K	Buy	118,000 +1,900	+2%	+$13.8K	0.43%	62
2024 Q2	$767K	Buy	116,100 +5,200	+5%	+$36.7K	0.39%	63
2024 Q1	$810K	Sell	110,900 -500	-0.4%	-$3.97K	0.43%	65
2023 Q4	$1.11M	Buy	111,400 +1,000	+0.9%	+$7.95K	0.62%	43
2023 Q3	$882K	Buy	110,400 +20,000	+22%	+$176K	0.53%	52
2023 Q2	$754K	Hold	90,400	–	–	0.44%	62
2023 Q1	$549K	Hold	90,400	–	–	0.34%	75
2022 Q4	$417K	Buy	+90,400	New	+$448K	0.27%	84

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

Kennedy Investment Group's SOFI Position: Q2 2026 in Review

Kennedy Investment Group held its SoFi Technologies (SOFI) position steady in Q2 2026 at 24,166 shares worth $433K. The position accounts for 0.15% of the portfolio, ranked #104.

Kennedy Investment Group first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.11M in Q4 2023. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Kennedy Investment Group held 24,166 shares of SoFi Technologies worth $433K as of Q2 2026.
Kennedy Investment Group left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.15% of Kennedy Investment Group's portfolio in Q2 2026, its #104 holding.
Kennedy Investment Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
Kennedy Investment Group's SoFi Technologies position peaked at $1.11M in Q4 2023.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Kennedy Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.