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NBC Securities’s SoFi Technologies SOFI Stock Holding History

NBC Securities’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 		$135K Hold
7,527
– – 0.01% 981
2026
Q1 		$120K Hold
7,527
– – 0.01% 1022
2025
Q4 		$197K Buy
7,527
+100
+1% +$2.79K 0.01% 848
2025
Q3 		$196K Sell
7,427
-250
-3% -$5.93K 0.02% 849
2025
Q2 		$139K Hold
7,677
– – 0.01% 951
2025
Q1 		$89K Buy
7,677
+7,670
+109,571% +$111K 0.01% 1009
2024
Q4 		$108 Sell
7
-9,574
-100% -$124K 0.01% 909
2024
Q3 		$75K Buy
9,581
+1,081
+13% +$7.86K 0.01% 1066
2024
Q2 		$56K Hold
8,500
– – 0.01% 1106
2024
Q1 		$62K Sell
8,500
-225
-3% -$1.79K 0.01% 1077
2023
Q4 		$86K Buy
8,725
+1,000
+13% +$7.95K 0.01% 987
2023
Q3 		$61K Buy
+7,725
New +$67.9K 0.01% 1067

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

NBC Securities's SOFI Position: Q2 2026 in Review

NBC Securities held its SoFi Technologies (SOFI) position steady in Q2 2026 at 7,527 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #981.

NBC Securities first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $197K in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • NBC Securities held 7,527 shares of SoFi Technologies worth $135K as of Q2 2026.
  • NBC Securities left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of NBC Securities's portfolio in Q2 2026, its #981 holding.
  • NBC Securities first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
  • NBC Securities's SoFi Technologies position peaked at $197K in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.