KFI
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Key Financial Inc’s SoFi Technologies SOFI Stock Holding History

Key Financial Inc’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 		$29.6K Buy
1,650
+900
+120% +$15.2K ﹤0.01% 649
2026
Q1 		$11.9K Hold
750
– – ﹤0.01% 842
2025
Q4 		$19.6K Buy
750
+650
+650% +$18.1K ﹤0.01% 722
2025
Q3 		$2.58K Hold
100
– – ﹤0.01% 1158
2025
Q2 		$1.82K Buy
+100
New +$1.32K ﹤0.01% 1197

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

Key Financial Inc's SOFI Position: Q2 2026 in Review

Key Financial Inc increased its SoFi Technologies (SOFI) stake by 120% in Q2 2026, buying an estimated $15.2K and bringing the position to 1,650 shares worth $29.6K. The position accounts for ﹤0.01% of the portfolio, ranked #649.

Key Financial Inc first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Key Financial Inc held 1,650 shares of SoFi Technologies worth $29.6K as of Q2 2026.
  • Key Financial Inc bought 900 SoFi Technologies shares in Q2 2026, an estimated $15.2K.
  • SoFi Technologies made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #649 holding.
  • Key Financial Inc first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.