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Means Investment Company’s SoFi Technologies SOFI Stock Holding History

Means Investment Company’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 		$921K Hold
51,378
– – 0.07% 95
2026
Q1 		$816K Sell
51,378
-730
-1% -$15.4K 0.07% 100
2025
Q4 		$1.36M Buy
52,108
+700
+1% +$19.5K 0.11% 76
2025
Q3 		$1.36M Sell
51,408
-2,730
-5% -$64.8K 0.12% 76
2025
Q2 		$986K Buy
54,138
+5,800
+12% +$76.5K 0.09% 91
2025
Q1 		$562K Sell
48,338
-2,714
-5% -$39.1K 0.06% 115
2024
Q4 		$786K Buy
51,052
+168
+0.3% +$2.18K 0.08% 105
2024
Q3 		$400K Sell
50,884
-3,766
-7% -$27.4K 0.04% 143
2024
Q2 		$361K Sell
54,650
-3,042
-5% -$21.4K 0.04% 144
2024
Q1 		$421K Sell
57,692
-3,086
-5% -$24.5K 0.05% 135
2023
Q4 		$605K Buy
60,778
+4,809
+9% +$38.2K 0.09% 114
2023
Q3 		$447K Sell
55,969
-1,523
-3% -$13.4K 0.07% 126
2023
Q2 		$479K Buy
57,492
+6,029
+12% +$39.3K 0.08% 124
2023
Q1 		$312K Buy
51,463
+16,748
+48% +$102K 0.05% 156
2022
Q4 		$160K Sell
34,715
-59,533
-63% -$295K 0.03% 191
2022
Q3 		$460K Buy
94,248
+3,527
+4% +$22.3K 0.1% 115
2022
Q2 		$478K Buy
90,721
+30,222
+50% +$204K 0.1% 116
2022
Q1 		$572K Buy
60,499
+49,839
+468% +$572K 0.1% 110
2021
Q4 		$169K Buy
+10,660
New +$196K 0.03% 195

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Means Investment Company's SOFI Position: Q2 2026 in Review

Means Investment Company held its SoFi Technologies (SOFI) position steady in Q2 2026 at 51,378 shares worth $921K. The position accounts for 0.07% of the portfolio, ranked #95.

Means Investment Company first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.36M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Means Investment Company held 51,378 shares of SoFi Technologies worth $921K as of Q2 2026.
  • Means Investment Company left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.07% of Means Investment Company's portfolio in Q2 2026, its #95 holding.
  • Means Investment Company first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Means Investment Company's SoFi Technologies position peaked at $1.36M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.