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Kercheville Advisors’s SoFi Technologies SOFI Stock Holding History

Kercheville 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 		$220K Hold
12,290
– – 0.07% 100
2026
Q1 		$195K Sell
12,290
-197,675
-94% -$4.17M 0.06% 99
2025
Q4 		$5.48M Sell
209,965
-52,825
-20% -$1.47M 1.44% 23
2025
Q3 		$6.94M Buy
262,790
+100,390
+62% +$2.38M 2.1% 17
2025
Q2 		$2.96M Buy
+162,400
New +$2.14M 1.02% 25
2025
Q1 		– Sell
-103,500
Closed -$1.59M – 99
2024
Q4 		$1.59M Buy
+103,500
New +$1.34M 0.62% 34
2024
Q1 		– Sell
-18,600
Closed -$185K – 93
2023
Q4 		$185K Sell
18,600
-3,350
-15% -$26.6K 0.1% 69
2023
Q3 		$175K Buy
+21,950
New +$193K 0.11% 65

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

Kercheville Advisors's SOFI Position: Q2 2026 in Review

Kercheville Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 12,290 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #100.

Kercheville Advisors first reported a position in SOFI in Q3 2023 and has held it in 8 quarters since. The position peaked at $6.94M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Kercheville Advisors held 12,290 shares of SoFi Technologies worth $220K as of Q2 2026.
  • Kercheville Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.07% of Kercheville Advisors's portfolio in Q2 2026, its #100 holding.
  • Kercheville Advisors first reported a position in SoFi Technologies in Q3 2023 and has held it in 8 quarters since.
  • Kercheville Advisors's SoFi Technologies position peaked at $6.94M in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Kercheville Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.