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Manchester Financial’s SoFi Technologies SOFI Stock Holding History

Manchester Financial’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 		$419K Hold
23,371
– – 0.07% 85
2026
Q1 		$371K Hold
23,371
– – 0.07% 97
2025
Q4 		$612K Sell
23,371
-35
-0.1% -$975 0.11% 75
2025
Q3 		$618K Sell
23,406
-1,000
-4% -$23.7K 0.12% 73
2025
Q2 		$444K Hold
24,406
– – 0.09% 76
2025
Q1 		$284K Buy
24,406
+1,000
+4% +$14.4K 0.06% 97
2024
Q4 		$360K Hold
23,406
– – 0.08% 75
2024
Q3 		$184K Sell
23,406
-50
-0.2% -$363 0.04% 106
2024
Q2 		$155K Sell
23,456
-242
-1% -$1.71K 0.04% 101
2024
Q1 		$173K Buy
23,698
+242
+1% +$1.92K 0.05% 92
2023
Q4 		$233K Hold
23,456
– – 0.07% 88
2023
Q3 		$187K Hold
23,456
– – 0.06% 89
2023
Q2 		$196K Hold
23,456
– – 0.06% 92
2023
Q1 		$142K Buy
23,456
+78
+0.3% +$473 0.04% 92
2022
Q4 		$108K Buy
+23,378
New +$116K 0.03% 98
2021
Q2 		– Sell
-35
Closed -$1K – 558
2021
Q1 		$1K Buy
+35
New +$691 ﹤0.01% 681

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Manchester Financial's SOFI Position: Q2 2026 in Review

Manchester Financial held its SoFi Technologies (SOFI) position steady in Q2 2026 at 23,371 shares worth $419K. The position accounts for 0.07% of the portfolio, ranked #85.

Manchester Financial first reported a position in SOFI in Q1 2021 and has held it in 16 quarters since. The position peaked at $618K in Q3 2025. 371 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Manchester Financial held 23,371 shares of SoFi Technologies worth $419K as of Q2 2026.
  • Manchester Financial left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.07% of Manchester Financial's portfolio in Q2 2026, its #85 holding.
  • Manchester Financial first reported a position in SoFi Technologies in Q1 2021 and has held it in 16 quarters since.
  • Manchester Financial's SoFi Technologies position peaked at $618K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Manchester Financial's 13F filing for Q2 2026, filed 17 Jul 2026.