Main Street Group’s SoFi Technologies SOFI Stock Holding History

Main Street 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	$5.38K	Sell	300 -48	-14%	-$813	﹤0.01%	634
2026 Q1	$5.53K	Buy	+348	New	+$7.34K	﹤0.01%	616
2025 Q4	–	Sell	-300	Closed	-$7.93K	–	521
2025 Q3	$7.93K	Hold	300	–	–	﹤0.01%	548
2025 Q2	$5.46K	Hold	300	–	–	﹤0.01%	569
2025 Q1	$3.49K	Hold	300	–	–	﹤0.01%	633
2024 Q4	$4.62K	Hold	300	–	–	﹤0.01%	597
2024 Q3	$2.36K	Hold	300	–	–	﹤0.01%	655
2024 Q2	$1.93K	Sell	300 -500	-63%	-$3.53K	﹤0.01%	722
2024 Q1	$5.82K	Hold	800	–	–	﹤0.01%	635
2023 Q4	$7.96K	Buy	+800	New	+$6.36K	﹤0.01%	858

Other funds holding SOFI

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

Norges Bank Oslo, Norway $1T AUM

Main Street Group's SOFI Position: Q2 2026 in Review

Main Street Group reduced its SoFi Technologies (SOFI) stake by 14% in Q2 2026, selling an estimated $813 and leaving 300 shares worth $5.38K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Main Street Group first reported a position in SOFI in Q4 2023 and has held it in 10 quarters since. The position peaked at $7.96K in Q4 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Main Street Group held 300 shares of SoFi Technologies worth $5.38K as of Q2 2026.
Main Street Group sold 48 SoFi Technologies shares in Q2 2026, an estimated $813.
SoFi Technologies made up ﹤0.01% of Main Street Group's portfolio in Q2 2026, its #634 holding.
Main Street Group first reported a position in SoFi Technologies in Q4 2023 and has held it in 10 quarters since.
Main Street Group's SoFi Technologies position peaked at $7.96K in Q4 2023.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Main Street Group's 13F filing for Q2 2026, filed 13 Jul 2026.