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Motley Fool Asset Management’s SoFi Technologies SOFI Stock Holding History

Motley Fool Asset Management’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 		$353K Sell
19,686
-4,478
-19% -$75.9K 0.01% 209
2026
Q1 		$384K Buy
24,164
+3,821
+19% +$80.5K 0.02% 194
2025
Q4 		$533K Buy
20,343
+868
+4% +$24.2K 0.02% 179
2025
Q3 		$515K Buy
19,475
+1,808
+10% +$42.9K 0.02% 186
2025
Q2 		$322K Sell
17,667
-568
-3% -$7.49K 0.01% 197
2025
Q1 		$212K Buy
+18,235
New +$263K 0.01% 217

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

Motley Fool Asset Management's SOFI Position: Q2 2026 in Review

Motley Fool Asset Management reduced its SoFi Technologies (SOFI) stake by 19% in Q2 2026, selling an estimated $75.9K and leaving 19,686 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #209.

Motley Fool Asset Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $533K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Motley Fool Asset Management held 19,686 shares of SoFi Technologies worth $353K as of Q2 2026.
  • Motley Fool Asset Management sold 4,478 SoFi Technologies shares in Q2 2026, an estimated $75.9K.
  • SoFi Technologies made up 0.01% of Motley Fool Asset Management's portfolio in Q2 2026, its #209 holding.
  • Motley Fool Asset Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Motley Fool Asset Management's SoFi Technologies position peaked at $533K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Motley Fool Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.