Nemes Rush Group
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Nemes Rush Group’s SoFi Technologies SOFI Stock Holding History

Nemes Rush Group’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
Q3 		$130K Sell
8,263
-17
-0.2% -$299 0.01% 248
2026
Q2 		$148K Buy
8,280
+613
+8% +$10.4K 0.01% 247
2026
Q1 		$122K Buy
7,667
+66
+0.9% +$1.39K 0.01% 262
2025
Q4 		$199K Sell
7,601
-8
-0.1% -$223 0.02% 211
2025
Q3 		$201K Buy
7,609
+271
+4% +$6.43K 0.02% 194
2025
Q2 		$134K Sell
7,338
-550
-7% -$7.25K 0.01% 231
2025
Q1 		$91.7K Buy
7,888
+450
+6% +$6.48K 0.01% 265
2024
Q4 		$115K Sell
7,438
-1,456
-16% -$18.9K 0.01% 239
2024
Q3 		$64.9K Hold
8,894
– – 0.01% 238
2024
Q2 		$58.8K Hold
8,894
– – 0.01% 251
2024
Q1 		$64.9K Hold
8,894
– – 0.01% 248
2023
Q4 		$88.5K Sell
8,894
-705
-7% -$5.6K 0.01% 225
2023
Q3 		$76.7K Buy
+9,599
New +$84.4K 0.01% 228

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Nemes Rush Group's SOFI Position: Q3 2026 in Review

Nemes Rush Group reduced its SoFi Technologies (SOFI) stake by 0.21% in Q3 2026, selling an estimated $299 and leaving 8,263 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #248.

Nemes Rush Group first reported a position in SOFI in Q3 2023 and has held it in 13 quarters since. The position peaked at $201K in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Nemes Rush Group held 8,263 shares of SoFi Technologies worth $130K as of Q3 2026.
  • Nemes Rush Group sold 17 SoFi Technologies shares in Q3 2026, an estimated $299.
  • SoFi Technologies made up 0.01% of Nemes Rush Group's portfolio in Q3 2026, its #248 holding.
  • Nemes Rush Group first reported a position in SoFi Technologies in Q3 2023 and has held it in 13 quarters since.
  • Nemes Rush Group's SoFi Technologies position peaked at $201K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Nemes Rush Group's 13F filing for Q3 2026, filed 4 Nov 2026.