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

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 (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. 923 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.
923 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.