Mather Group’s SoFi Technologies SOFI Stock Holding History

Mather 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	$7.17K	Hold	400	–	–	﹤0.01%	1562
2026 Q1	$6.35K	Buy	+400	New	+$8.43K	﹤0.01%	1534
2024 Q3	–	Sell	-95	Closed	-$694	–	2138
2024 Q2	$694	Buy	95 +82	+631%	+$578	﹤0.01%	2036
2024 Q1	$129	Buy	+13	New	+$103	﹤0.01%	1731

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

Mather Group's SOFI Position: Q2 2026 in Review

Mather Group held its SoFi Technologies (SOFI) position steady in Q2 2026 at 400 shares worth $7.17K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Mather Group first reported a position in SOFI in Q1 2024 and has held it in 4 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Mather Group held 400 shares of SoFi Technologies worth $7.17K as of Q2 2026.
Mather Group left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1562 holding.
Mather Group first reported a position in SoFi Technologies in Q1 2024 and has held it in 4 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.