Krilogy Financial’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.38K Buy
+300
New +$5.08K ﹤0.01% 1069

Other funds holding SOFI

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.