Lake Street Private Wealth’s SoFi Technologies SOFI Stock Holding History

Lake Street Private Wealth’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	$318K	Buy	17,728 +6,040	+52%	+$102K	0.04%	222
2026 Q1	$186K	Buy	11,688 +3,320	+40%	+$70K	0.02%	264
2025 Q4	$219K	Buy	8,368 +390	+5%	+$10.9K	0.03%	259
2025 Q3	$211K	Buy	+7,978	New	+$189K	0.03%	259

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return

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

Lake Street Private Wealth's SOFI Position: Q2 2026 in Review

Lake Street Private Wealth increased its SoFi Technologies (SOFI) stake by 52% in Q2 2026, buying an estimated $102K and bringing the position to 17,728 shares worth $318K. The position accounts for 0.04% of the portfolio, ranked #222.

Lake Street Private Wealth first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Lake Street Private Wealth held 17,728 shares of SoFi Technologies worth $318K as of Q2 2026.
Lake Street Private Wealth bought 6,040 SoFi Technologies shares in Q2 2026, an estimated $102K.
SoFi Technologies made up 0.04% of Lake Street Private Wealth's portfolio in Q2 2026, its #222 holding.
Lake Street Private Wealth first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.