McGuire Investment Group’s SoFi Technologies SOFI Stock Holding History

McGuire Investment 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	$508K	Sell	28,318 -7,800	-22%	-$132K	0.04%	102
2026 Q1	$574K	Buy	36,118 +168	+0.5%	+$3.54K	0.06%	87
2025 Q4	$941K	Hold	35,950	–	–	0.1%	73
2025 Q3	$950K	Hold	35,950	–	–	0.11%	71
2025 Q2	$655K	Hold	35,950	–	–	0.08%	78
2025 Q1	$418K	Hold	35,950	–	–	0.06%	87
2024 Q4	$554K	Hold	35,950	–	–	0.08%	79
2024 Q3	$283K	Sell	35,950 -4,000	-10%	-$29.1K	0.04%	106
2024 Q2	$264K	Hold	39,950	–	–	0.04%	105
2024 Q1	$292K	Buy	39,950 +3,700	+10%	+$29.4K	0.04%	106
2023 Q4	$361K	Buy	36,250 +10,600	+41%	+$84.3K	0.06%	89
2023 Q3	$205K	Hold	25,650	–	–	0.04%	110
2023 Q2	$214K	Buy	25,650 +7,000	+38%	+$45.6K	0.04%	109
2023 Q1	$113K	Hold	18,650	–	–	0.02%	112
2022 Q4	$86K	Buy	18,650 +1,128	+6%	+$5.59K	0.02%	113
2022 Q3	$86K	Sell	17,522 -2,160	-11%	-$13.7K	0.02%	112
2022 Q2	$104K	Hold	19,682	–	–	0.02%	114
2022 Q1	$186K	Buy	+19,682	New	+$226K	0.03%	121

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 $3.38T AUM 44.17% 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

McGuire Investment Group's SOFI Position: Q2 2026 in Review

McGuire Investment Group reduced its SoFi Technologies (SOFI) stake by 22% in Q2 2026, selling an estimated $132K and leaving 28,318 shares worth $508K. The position accounts for 0.04% of the portfolio, ranked #102.

McGuire Investment Group first reported a position in SOFI in Q1 2022 and has held it in 18 quarters since. The position peaked at $950K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

McGuire Investment Group held 28,318 shares of SoFi Technologies worth $508K as of Q2 2026.
McGuire Investment Group sold 7,800 SoFi Technologies shares in Q2 2026, an estimated $132K.
SoFi Technologies made up 0.04% of McGuire Investment Group's portfolio in Q2 2026, its #102 holding.
McGuire Investment Group first reported a position in SoFi Technologies in Q1 2022 and has held it in 18 quarters since.
McGuire Investment Group's SoFi Technologies position peaked at $950K in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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