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Nikulski Financial’s SoFi Technologies SOFI Stock Holding History

Nikulski Financial’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 		$638K Sell
35,595
-465
-1% -$7.88K 0.14% 121
2026
Q1 		$573K Buy
36,060
+22,379
+164% +$472K 0.14% 121
2025
Q4 		$358K Buy
+13,681
New +$381K 0.09% 134

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

Nikulski Financial's SOFI Position: Q2 2026 in Review

Nikulski Financial reduced its SoFi Technologies (SOFI) stake by 1.3% in Q2 2026, selling an estimated $7.88K and leaving 35,595 shares worth $638K. The position accounts for 0.14% of the portfolio, ranked #121.

Nikulski Financial first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Nikulski Financial held 35,595 shares of SoFi Technologies worth $638K as of Q2 2026.
  • Nikulski Financial sold 465 SoFi Technologies shares in Q2 2026, an estimated $7.88K.
  • SoFi Technologies made up 0.14% of Nikulski Financial's portfolio in Q2 2026, its #121 holding.
  • Nikulski Financial first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.