LFG
SOFI icon

Larson Financial Group’s SoFi Technologies SOFI Stock Holding History

Larson Financial Group’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 		$177K Sell
9,868
-525
-5% -$8.89K ﹤0.01% 897
2026
Q1 		$165K Buy
10,393
+211
+2% +$4.45K 0.01% 780
2025
Q4 		$267K Sell
10,182
-1,013
-9% -$28.2K 0.01% 633
2025
Q3 		$296K Buy
11,195
+9,173
+454% +$218K 0.01% 605
2025
Q2 		$36.8K Sell
2,022
-692
-25% -$9.13K ﹤0.01% 1195
2025
Q1 		$31.6K Buy
2,714
+1,519
+127% +$21.9K ﹤0.01% 1197
2024
Q4 		$18.4K Sell
1,195
-3
-0.3% -$39 ﹤0.01% 1250
2024
Q3 		$9.42K Buy
1,198
+29
+2% +$211 ﹤0.01% 1502
2024
Q2 		$7.73K Buy
1,169
+100
+9% +$705 ﹤0.01% 1337
2024
Q1 		$7.8K Hold
1,069
– – ﹤0.01% 1106
2023
Q4 		$10.6K Buy
1,069
+11
+1% +$87 ﹤0.01% 999
2023
Q3 		$8.45K Hold
1,058
– – ﹤0.01% 1045
2023
Q2 		$8.82K Hold
1,058
– – ﹤0.01% 974
2023
Q1 		$6.42K Buy
1,058
+333
+46% +$2.02K ﹤0.01% 1031
2022
Q4 		$3.34K Hold
725
– – ﹤0.01% 1111
2022
Q3 		$4K Hold
725
– – ﹤0.01% 1011
2022
Q2 		$4K Hold
725
– – ﹤0.01% 918
2022
Q1 		$7K Sell
725
-35
-5% -$402 ﹤0.01% 745
2021
Q4 		$12K Buy
760
+295
+63% +$5.41K ﹤0.01% 648
2021
Q3 		$7K Hold
465
– – ﹤0.01% 652
2021
Q2 		$9K Buy
+465
New +$8.62K ﹤0.01% 584

Other funds holding SOFI

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

Larson Financial Group's SOFI Position: Q2 2026 in Review

Larson Financial Group reduced its SoFi Technologies (SOFI) stake by 5.1% in Q2 2026, selling an estimated $8.89K and leaving 9,868 shares worth $177K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Larson Financial Group first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $296K in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Larson Financial Group held 9,868 shares of SoFi Technologies worth $177K as of Q2 2026.
  • Larson Financial Group sold 525 SoFi Technologies shares in Q2 2026, an estimated $8.89K.
  • SoFi Technologies made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #897 holding.
  • Larson Financial Group first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Larson Financial Group's SoFi Technologies position peaked at $296K in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.