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KLCM Advisors’s SoFi Technologies SOFI Stock Holding History

KLCM 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 		$739K Buy
41,196
+185
+0.5% +$3.13K 0.06% 150
2026
Q1 		$651K Buy
41,011
+1,860
+5% +$39.2K 0.05% 146
2025
Q4 		$1.02M Buy
39,151
+21,174
+118% +$590K 0.09% 115
2025
Q3 		$475K Buy
17,977
+5,777
+47% +$137K 0.05% 118
2025
Q2 		$222K Buy
12,200
+1,200
+11% +$15.8K 0.02% 152
2025
Q1 		$128K Hold
11,000
– – 0.02% 166
2024
Q4 		$169K Hold
11,000
– – 0.02% 160
2024
Q3 		$86.5K Hold
11,000
– – 0.01% 161
2024
Q2 		$72.7K Hold
11,000
– – 0.01% 148
2024
Q1 		$80.3K Sell
11,000
-13,500
-55% -$107K 0.01% 150
2023
Q4 		$244K Buy
+24,500
New +$195K 0.04% 129

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

KLCM Advisors's SOFI Position: Q2 2026 in Review

KLCM Advisors increased its SoFi Technologies (SOFI) stake by 0.45% in Q2 2026, buying an estimated $3.13K and bringing the position to 41,196 shares worth $739K. The position accounts for 0.06% of the portfolio, ranked #150.

KLCM Advisors first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • KLCM Advisors held 41,196 shares of SoFi Technologies worth $739K as of Q2 2026.
  • KLCM Advisors bought 185 SoFi Technologies shares in Q2 2026, an estimated $3.13K.
  • SoFi Technologies made up 0.06% of KLCM Advisors's portfolio in Q2 2026, its #150 holding.
  • KLCM Advisors first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • KLCM Advisors's SoFi Technologies position peaked at $1.02M in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.