Mainstay Capital Management’s SoFi Technologies SOFI Stock Holding History

Mainstay Capital Management’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	$412K	Sell	22,961 -684	-3%	-$11.6K	0.03%	102
2026 Q1	$375K	Sell	23,645 -60	-0.3%	-$1.26K	0.03%	109
2025 Q4	$621K	Buy	23,705 +1,643	+7%	+$45.8K	0.05%	78
2025 Q3	$583K	Sell	22,062 -19,154	-46%	-$455K	0.06%	75
2025 Q2	$751K	Buy	41,216 +21,957	+114%	+$290K	0.04%	82
2025 Q1	$224K	Buy	19,259 +506	+3%	+$7.29K	0.03%	101
2024 Q4	$289K	Sell	18,753 -141	-0.7%	-$1.83K	0.04%	83
2024 Q3	$149K	Hold	18,894	–	–	0.02%	109
2024 Q2	$125K	Buy	18,894 +168	+0.9%	+$1.19K	0.02%	111
2024 Q1	$137K	Buy	18,726 +376	+2%	+$2.99K	0.03%	114
2023 Q4	$183K	Buy	18,350 +4,300	+31%	+$34.2K	0.03%	110
2023 Q3	$112K	Buy	+14,050	New	+$124K	0.02%	91

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

Mainstay Capital Management's SOFI Position: Q2 2026 in Review

Mainstay Capital Management reduced its SoFi Technologies (SOFI) stake by 2.9% in Q2 2026, selling an estimated $11.6K and leaving 22,961 shares worth $412K. The position accounts for 0.03% of the portfolio, ranked #102.

Mainstay Capital Management first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $751K in Q2 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Mainstay Capital Management held 22,961 shares of SoFi Technologies worth $412K as of Q2 2026.
Mainstay Capital Management sold 684 SoFi Technologies shares in Q2 2026, an estimated $11.6K.
SoFi Technologies made up 0.03% of Mainstay Capital Management's portfolio in Q2 2026, its #102 holding.
Mainstay Capital Management first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
Mainstay Capital Management's SoFi Technologies position peaked at $751K in Q2 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Mainstay Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.