KF
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Krilogy Financial’s SoFi Technologies SOFI Stock Holding History

Krilogy Financial’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 		$834K Buy
46,498
+6,714
+17% +$114K 0.02% 451
2026
Q1 		$757K Buy
39,784
+22,128
+125% +$466K 0.02% 449
2025
Q4 		$456K Sell
17,656
-1,060
-6% -$29.5K 0.02% 590
2025
Q3 		$563K Buy
18,716
+7,419
+66% +$176K 0.02% 493
2025
Q2 		$206K Buy
+11,297
New +$149K 0.01% 250
2022
Q4 		– Sell
-10,417
Closed -$51K – 398
2022
Q3 		$51K Sell
10,417
-982
-9% -$6.21K 0.01% 302
2022
Q2 		$60K Sell
11,399
-500
-4% -$3.38K 0.01% 306
2022
Q1 		$112K Buy
+11,899
New +$137K 0.01% 305

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

Krilogy Financial's SOFI Position: Q2 2026 in Review

Krilogy Financial increased its SoFi Technologies (SOFI) stake by 17% in Q2 2026, buying an estimated $114K and bringing the position to 46,498 shares worth $834K. The position accounts for 0.02% of the portfolio, ranked #451.

Krilogy Financial first reported a position in SOFI in Q1 2022 and has held it in 8 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Krilogy Financial held 46,498 shares of SoFi Technologies worth $834K as of Q2 2026.
  • Krilogy Financial bought 6,714 SoFi Technologies shares in Q2 2026, an estimated $114K.
  • SoFi Technologies made up 0.02% of Krilogy Financial's portfolio in Q2 2026, its #451 holding.
  • Krilogy Financial first reported a position in SoFi Technologies in Q1 2022 and has held it in 8 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.