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MV Capital Management’s SoFi Technologies SOFI Stock Holding History

MV 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 		$5.15K Buy
287
+36
+14% +$610 ﹤0.01% 639
2026
Q1 		$3.99K Buy
251
+10
+4% +$211 ﹤0.01% 655
2025
Q4 		$6.31K Buy
241
+1
+0.4% +$28 ﹤0.01% 583
2025
Q3 		$6.34K Hold
240
– – ﹤0.01% 582
2025
Q2 		$4.37K Hold
240
– – ﹤0.01% 624
2025
Q1 		$2.79K Sell
240
-1
-0.4% -$14 ﹤0.01% 666
2024
Q4 		$3.71K Sell
241
-13
-5% -$169 ﹤0.01% 637
2024
Q3 		$2K Buy
254
+192
+310% +$1.4K ﹤0.01% 695
2024
Q2 		$410 Buy
62
+29
+88% +$204 ﹤0.01% 744
2024
Q1 		$241 Buy
+33
New +$262 ﹤0.01% 725

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

MV Capital Management's SOFI Position: Q2 2026 in Review

MV Capital Management increased its SoFi Technologies (SOFI) stake by 14% in Q2 2026, buying an estimated $610 and bringing the position to 287 shares worth $5.15K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

MV Capital Management first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.34K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • MV Capital Management held 287 shares of SoFi Technologies worth $5.15K as of Q2 2026.
  • MV Capital Management bought 36 SoFi Technologies shares in Q2 2026, an estimated $610.
  • SoFi Technologies made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #639 holding.
  • MV Capital Management first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
  • MV Capital Management's SoFi Technologies position peaked at $6.34K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.