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 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	+$4.05K	﹤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

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

Matthew Hamilton Rosenberg's SOFI Position: Q2 2026 in Review

Matthew Hamilton Rosenberg increased its SoFi Technologies (SOFI) stake by 0.69% in Q2 2026, buying an estimated $1.27K and bringing the position to 10,875 shares worth $195K. The position accounts for 0.04% of the portfolio, ranked #234.

Matthew Hamilton Rosenberg first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $318K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Matthew Hamilton Rosenberg held 10,875 shares of SoFi Technologies worth $195K as of Q2 2026.
Matthew Hamilton Rosenberg bought 75 SoFi Technologies shares in Q2 2026, an estimated $1.27K.
SoFi Technologies made up 0.04% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #234 holding.
Matthew Hamilton Rosenberg first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
Matthew Hamilton Rosenberg's SoFi Technologies position peaked at $318K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.