Kovitz Investment Group Partners’s SoFi Technologies SOFI Stock Holding History

Kovitz Investment Group Partners’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	$2.25M	Buy	125,645 +2,000	+2%	+$33.9K	0.05%	213
2026 Q1	$1.96M	Buy	123,645 +500	+0.4%	+$10.5K	0.05%	229
2025 Q4	$3.22M	Buy	123,145 +75,543	+159%	+$2.11M	0.07%	184
2025 Q3	$1.26M	Sell	47,602 -15,254	-24%	-$362K	﹤0.01%	785
2025 Q2	$1.14M	Buy	62,856 +16,807	+36%	+$222K	﹤0.01%	771
2025 Q1	$536K	Buy	46,049 +19,236	+72%	+$277K	﹤0.01%	884
2024 Q4	$413K	Sell	26,813 -21,868	-45%	-$284K	﹤0.01%	950
2024 Q3	$20K	Buy	+48,681	New	+$354K	﹤0.01%	1017

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

Kovitz Investment Group Partners's SOFI Position: Q2 2026 in Review

Kovitz Investment Group Partners increased its SoFi Technologies (SOFI) stake by 1.6% in Q2 2026, buying an estimated $33.9K and bringing the position to 125,645 shares worth $2.25M. The position accounts for 0.05% of the portfolio, ranked #213.

Kovitz Investment Group Partners first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Kovitz Investment Group Partners held 125,645 shares of SoFi Technologies worth $2.25M as of Q2 2026.
Kovitz Investment Group Partners bought 2,000 SoFi Technologies shares in Q2 2026, an estimated $33.9K.
SoFi Technologies made up 0.05% of Kovitz Investment Group Partners's portfolio in Q2 2026, its #213 holding.
Kovitz Investment Group Partners first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
Kovitz Investment Group Partners's SoFi Technologies position peaked at $3.22M in Q4 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2026, filed 12 Aug 2026.