Miller Financial Services’s SoFi Technologies SOFI Stock Holding History

Miller Financial Services’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	$2.04M	Buy	113,823 +140	+0.1%	+$2.37K	1.64%	14
2026 Q1	$1.81M	Buy	113,683 +9,045	+9%	+$191K	1.98%	10
2025 Q4	$2.74M	Sell	104,638 -3,973	-4%	-$111K	3.21%	7
2025 Q3	$2.87M	Sell	108,611 -19,534	-15%	-$464K	3.32%	5
2025 Q2	$2.33M	Buy	128,145 +10,279	+9%	+$136K	2.97%	6
2025 Q1	$1.37M	Buy	117,866 +362	+0.3%	+$5.22K	1.97%	14
2024 Q4	$1.81M	Buy	+117,504	New	+$1.53M	1.53%	14

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

Miller Financial Services's SOFI Position: Q2 2026 in Review

Miller Financial Services increased its SoFi Technologies (SOFI) stake by 0.12% in Q2 2026, buying an estimated $2.37K and bringing the position to 113,823 shares worth $2.04M. The position accounts for 1.64% of the portfolio, ranked #14.

Miller Financial Services first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.87M in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Miller Financial Services held 113,823 shares of SoFi Technologies worth $2.04M as of Q2 2026.
Miller Financial Services bought 140 SoFi Technologies shares in Q2 2026, an estimated $2.37K.
SoFi Technologies made up 1.64% of Miller Financial Services's portfolio in Q2 2026, its #14 holding.
Miller Financial Services first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Miller Financial Services's SoFi Technologies position peaked at $2.87M in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.