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

Keystone Financial Services (Nebraska)’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	$927K	Sell	51,714 -487	-0.9%	-$8.25K	0.56%	26
2026 Q1	$829K	Buy	52,201 +600	+1%	+$12.6K	0.56%	27
2025 Q4	$1.35M	Buy	51,601 +269	+0.5%	+$7.5K	0.92%	23
2025 Q3	$1.36M	Sell	51,332 -1,000	-2%	-$23.7K	0.95%	23
2025 Q2	$953K	Buy	52,332 +2,430	+5%	+$32K	0.72%	26
2025 Q1	$580K	Buy	49,902 +32,046	+179%	+$462K	0.49%	32
2024 Q4	$275K	Buy	+17,856	New	+$232K	0.25%	37

Other funds holding SOFI

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

SOMRS

State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

DWM

Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Keystone Financial Services (Nebraska) reduced its SoFi Technologies (SOFI) stake by 0.93% in Q2 2026, selling an estimated $8.25K and leaving 51,714 shares worth $927K. The position accounts for 0.56% of the portfolio, ranked #26.

Keystone Financial Services (Nebraska) first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.36M in Q3 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Keystone Financial Services (Nebraska) held 51,714 shares of SoFi Technologies worth $927K as of Q2 2026.
Keystone Financial Services (Nebraska) sold 487 SoFi Technologies shares in Q2 2026, an estimated $8.25K.
SoFi Technologies made up 0.56% of Keystone Financial Services (Nebraska)'s portfolio in Q2 2026, its #26 holding.
Keystone Financial Services (Nebraska) first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Keystone Financial Services (Nebraska)'s SoFi Technologies position peaked at $1.36M in Q3 2025.
373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Keystone Financial Services (Nebraska)'s 13F filing for Q2 2026, filed 24 Jul 2026.