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Murphy & Mullick Capital Management’s SoFi Technologies SOFI Stock Holding History

Murphy & Mullick Capital 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 		$28.2K Hold
1,575
– – 0.02% 370
2026
Q1 		$25K Buy
1,575
+75
+5% +$1.58K 0.02% 374
2025
Q4 		$39.3K Hold
1,500
– – 0.03% 326
2025
Q3 		$43.5K Buy
1,500
+1,200
+400% +$28.5K 0.03% 300
2025
Q2 		$5.46K Hold
300
– – ﹤0.01% 510
2025
Q1 		$3.49K Hold
300
– – ﹤0.01% 534
2024
Q4 		$4.62K Buy
+300
New +$3.9K ﹤0.01% 508

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

Murphy & Mullick Capital Management's SOFI Position: Q2 2026 in Review

Murphy & Mullick Capital Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,575 shares worth $28.2K. The position accounts for 0.02% of the portfolio, ranked #370.

Murphy & Mullick Capital Management first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $43.5K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Murphy & Mullick Capital Management held 1,575 shares of SoFi Technologies worth $28.2K as of Q2 2026.
  • Murphy & Mullick Capital Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.02% of Murphy & Mullick Capital Management's portfolio in Q2 2026, its #370 holding.
  • Murphy & Mullick Capital Management first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Murphy & Mullick Capital Management's SoFi Technologies position peaked at $43.5K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.