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Merit Financial Group’s SoFi Technologies SOFI Stock Holding History

Merit Financial 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 		$992K Sell
55,304
-3,100
-5% -$52.5K 0.01% 1079
2026
Q1 		$927K Sell
58,404
-3,177
-5% -$67K 0.01% 1017
2025
Q4 		$1.61M Sell
61,581
-4,803
-7% -$134K 0.01% 725
2025
Q3 		$1.75M Buy
66,384
+43,404
+189% +$1.03M 0.02% 632
2025
Q2 		$418K Buy
22,980
+4,695
+26% +$61.9K ﹤0.01% 1181
2025
Q1 		$213K Sell
18,285
-12,887
-41% -$186K ﹤0.01% 1268
2024
Q4 		$480K Buy
31,172
+12,383
+66% +$161K 0.01% 742
2024
Q3 		$148K Buy
18,789
+772
+4% +$5.61K ﹤0.01% 802
2024
Q2 		$119K Sell
18,017
-3,482
-16% -$24.6K ﹤0.01% 888
2024
Q1 		$150K Buy
21,499
+2,305
+12% +$18.3K ﹤0.01% 831
2023
Q4 		$191K Sell
19,194
-1,324
-6% -$10.5K 0.01% 738
2023
Q3 		$164K Buy
20,518
+110
+0.5% +$967 0.01% 703
2023
Q2 		$170K Buy
20,408
+8,140
+66% +$53.1K 0.01% 709
2023
Q1 		$74.5K Buy
+12,268
New +$74.4K ﹤0.01% 611

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 $3.37T AUM 44.26% 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

Merit Financial Group's SOFI Position: Q2 2026 in Review

Merit Financial Group reduced its SoFi Technologies (SOFI) stake by 5.3% in Q2 2026, selling an estimated $52.5K and leaving 55,304 shares worth $992K. The position accounts for 0.01% of the portfolio, ranked #1079.

Merit Financial Group first reported a position in SOFI in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.75M in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Merit Financial Group held 55,304 shares of SoFi Technologies worth $992K as of Q2 2026.
  • Merit Financial Group sold 3,100 SoFi Technologies shares in Q2 2026, an estimated $52.5K.
  • SoFi Technologies made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1079 holding.
  • Merit Financial Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 14 quarters since.
  • Merit Financial Group's SoFi Technologies position peaked at $1.75M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.