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Newbridge Financial Services Group’s SoFi Technologies SOFI Stock Holding History

Newbridge Financial Services 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
Q2 		$270K Sell
15,045
-30
-0.2% -$508 0.03% 208
2026
Q1 		$239K Sell
15,075
-1,300
-8% -$27.4K 0.04% 198
2025
Q4 		$429K Buy
16,375
+51
+0.3% +$1.42K 0.07% 157
2025
Q3 		$431K Sell
16,324
-1,152
-7% -$27.3K 0.06% 202
2025
Q2 		$318K Sell
17,476
-4,583
-21% -$60.4K 0.05% 237
2025
Q1 		$257K Sell
22,059
-4,668
-17% -$67.3K 0.06% 171
2024
Q4 		$412K Sell
26,727
-20,243
-43% -$263K 0.11% 131
2024
Q3 		$369K Sell
46,970
-62,030
-57% -$451K 0.13% 110
2024
Q2 		$720K Sell
109,000
-180,476
-62% -$1.27M 0.27% 72
2024
Q1 		$2.11M Sell
289,476
-4,472
-2% -$35.5K 0.92% 20
2023
Q4 		$2.92M Buy
293,948
+33,965
+13% +$270K 1.43% 5
2023
Q3 		$2.08M Sell
259,983
-104,279
-29% -$917K 1.04% 9
2023
Q2 		$3.04M Buy
364,262
+51,444
+16% +$335K 1.49% 6
2023
Q1 		$1.9M Buy
312,818
+34,415
+12% +$209K 1.01% 10
2022
Q4 		$1.28M Buy
278,403
+104,675
+60% +$519K 0.74% 18
2022
Q3 		$848K Buy
173,728
+4,685
+3% +$29.6K 0.5% 30
2022
Q2 		$891K Buy
169,043
+21,041
+14% +$142K 0.55% 30
2022
Q1 		$1.4M Buy
148,002
+16,550
+13% +$190K 0.69% 19
2021
Q4 		$2.08M Buy
131,452
+95,927
+270% +$1.76M 0.98% 11
2021
Q3 		$564K Buy
35,525
+13,025
+58% +$204K 0.35% 61
2021
Q2 		$431K Buy
22,500
+4,050
+22% +$75.1K 0.26% 88
2021
Q1 		$316K Buy
+18,450
New +$364K 0.23% 108

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

Newbridge Financial Services Group's SOFI Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its SoFi Technologies (SOFI) stake by 0.2% in Q2 2026, selling an estimated $508 and leaving 15,045 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #208.

Newbridge Financial Services Group first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.04M in Q2 2023. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Newbridge Financial Services Group held 15,045 shares of SoFi Technologies worth $270K as of Q2 2026.
  • Newbridge Financial Services Group sold 30 SoFi Technologies shares in Q2 2026, an estimated $508.
  • SoFi Technologies made up 0.03% of Newbridge Financial Services Group's portfolio in Q2 2026, its #208 holding.
  • Newbridge Financial Services Group first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Newbridge Financial Services Group's SoFi Technologies position peaked at $3.04M in Q2 2023.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.