Keystone Financial Services (Colorado)’s SoFi Technologies SOFI Stock Holding History

Keystone Financial Services (Colorado)’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	–	Sell	-10,176	Closed	-$162K	–	139
2026 Q1	$162K	Buy	10,176 +231	+2%	+$4.87K	0.05%	119
2025 Q4	$260K	Sell	9,945 -3,070	-24%	-$85.5K	0.08%	96
2025 Q3	$344K	Buy	13,015 +48	+0.4%	+$1.14K	0.11%	81
2025 Q2	$236K	Sell	12,967 -119	-0.9%	-$1.57K	0.08%	99
2025 Q1	$152K	Sell	13,086 -79	-0.6%	-$1.14K	0.06%	97
2024 Q4	$203K	Buy	13,165 +543	+4%	+$7.05K	0.08%	99
2024 Q3	$99.2K	Buy	+12,622	New	+$91.7K	0.04%	97

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

Keystone Financial Services (Colorado)'s SOFI Position: Q2 2026 in Review

Keystone Financial Services (Colorado) sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 10,176 shares — an estimated $162K sold.

Keystone Financial Services (Colorado) first reported a position in SOFI in Q3 2024 and held it in 7 quarters. The position peaked at $344K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Keystone Financial Services (Colorado) reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Keystone Financial Services (Colorado) sold 10,176 SoFi Technologies shares in Q2 2026, an estimated $162K.
Keystone Financial Services (Colorado) first reported a position in SoFi Technologies in Q3 2024 and held it in 7 quarters.
Keystone Financial Services (Colorado)'s SoFi Technologies position peaked at $344K in Q3 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Keystone Financial Services (Colorado)'s 13F filing for Q2 2026, filed 6 Aug 2026.