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Matthew Hamilton Rosenberg’s SoFi Technologies SOFI Stock Holding History

Matthew Hamilton Rosenberg’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
Q3 		$172K Buy
10,942
+67
+0.6% +$1.18K 0.03% 256
2026
Q2 		$195K Buy
10,875
+75
+0.7% +$1.27K 0.04% 234
2026
Q1 		$172K Sell
10,800
-1,226
-10% -$25.8K 0.04% 239
2025
Q4 		$315K Hold
12,026
– – 0.07% 141
2025
Q3 		$318K Hold
12,026
– – 0.07% 137
2025
Q2 		$219K Hold
12,026
– – 0.05% 191
2025
Q1 		$140K Hold
12,026
– – 0.04% 251
2024
Q4 		$185K Hold
12,026
– – 0.05% 196
2024
Q3 		$94.5K Buy
12,026
+1,226
+11% +$8.91K 0.02% 331
2024
Q2 		$69.4K Hold
10,800
– – 0.02% 368
2024
Q1 		$78K Hold
10,800
– – 0.02% 362
2023
Q4 		$107K Hold
10,800
– – 0.03% 295
2023
Q3 		$86.3K Hold
10,800
– – 0.03% 317
2023
Q2 		$90.1K Buy
10,800
+7,000
+184% +$45.6K 0.03% 318
2023
Q1 		$23.1K Hold
3,800
– – 0.01% 567
2022
Q4 		$17.5K Buy
3,800
+2,200
+138% +$10.9K 0.01% 588
2022
Q3 		$8K Buy
1,600
+1,000
+167% +$6.33K ﹤0.01% 673
2022
Q2 		$3K Buy
+600
New +$4.06K ﹤0.01% 737
2022
Q1 		– Sell
-1,350
Closed -$21K – 761
2021
Q4 		$21K Hold
1,350
– – 0.01% 523
2021
Q3 		$21K Buy
+1,350
New +$21.2K 0.01% 503

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Matthew Hamilton Rosenberg's SOFI Position: Q3 2026 in Review

Matthew Hamilton Rosenberg increased its SoFi Technologies (SOFI) stake by 0.62% in Q3 2026, buying an estimated $1.18K and bringing the position to 10,942 shares worth $172K. The position accounts for 0.03% of the portfolio, ranked #256.

Matthew Hamilton Rosenberg first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $318K in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Matthew Hamilton Rosenberg held 10,942 shares of SoFi Technologies worth $172K as of Q3 2026.
  • Matthew Hamilton Rosenberg bought 67 SoFi Technologies shares in Q3 2026, an estimated $1.18K.
  • SoFi Technologies made up 0.03% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #256 holding.
  • Matthew Hamilton Rosenberg first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Matthew Hamilton Rosenberg's SoFi Technologies position peaked at $318K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.