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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
2025
Q3 		– Sell
-200
Closed -$45 – 3630
2025
Q2 		$45 Buy
+200
New +$2.64K ﹤0.01% 3234

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 $3.38T AUM 44.17% 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

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. 925 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.
  • 925 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.