Marshall Financial Group (Maryland)’s SoFi Technologies SOFI Stock Holding History

Marshall Financial Group (Maryland)’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	$355K	Buy	19,812 +361	+2%	+$6.12K	0.05%	242
2026 Q1	$309K	Sell	19,451 -798	-4%	-$16.8K	0.05%	243
2025 Q4	$530K	Sell	20,249 -1,131	-5%	-$31.5K	0.1%	197
2025 Q3	$565K	Buy	21,380 +856	+4%	+$20.3K	0.11%	182
2025 Q2	$395K	Sell	20,524 -252	-1%	-$3.32K	0.08%	194
2025 Q1	$242K	Buy	20,776 +716	+4%	+$10.3K	0.05%	210
2024 Q4	$309K	Sell	20,060 -483	-2%	-$6.27K	0.07%	179
2024 Q3	$161K	Buy	20,543 +737	+4%	+$5.36K	0.04%	215
2024 Q2	$131K	Buy	19,806 +7,582	+62%	+$53.5K	0.04%	166
2024 Q1	$89.2K	Buy	+12,224	New	+$97.1K	0.03%	171

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

Marshall Financial Group (Maryland)'s SOFI Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its SoFi Technologies (SOFI) stake by 1.9% in Q2 2026, buying an estimated $6.12K and bringing the position to 19,812 shares worth $355K. The position accounts for 0.05% of the portfolio, ranked #242.

Marshall Financial Group (Maryland) first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $565K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Marshall Financial Group (Maryland) held 19,812 shares of SoFi Technologies worth $355K as of Q2 2026.
Marshall Financial Group (Maryland) bought 361 SoFi Technologies shares in Q2 2026, an estimated $6.12K.
SoFi Technologies made up 0.05% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #242 holding.
Marshall Financial Group (Maryland) first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
Marshall Financial Group (Maryland)'s SoFi Technologies position peaked at $565K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.