Norris Financial Group’s SoFi Technologies SOFI Stock Holding History

Norris Financial 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	$1.14M	Buy	63,617 +11,474	+22%	+$194K	0.45%	42
2026 Q1	$828K	Sell	52,143 -3,223	-6%	-$67.9K	0.27%	55
2025 Q4	$1.45M	Sell	55,366 -40,718	-42%	-$1.13M	0.49%	55
2025 Q3	$2.54M	Sell	96,084 -212,235	-69%	-$5.04M	0.93%	37
2025 Q2	$5.61M	Buy	308,319 +136,137	+79%	+$1.8M	2.3%	13
2025 Q1	$2M	Sell	172,182 -87,170	-34%	-$1.26M	0.93%	29
2024 Q4	$3.99M	Sell	259,352 -51,041	-16%	-$663K	1.88%	11
2024 Q3	$2.44M	Buy	310,393 +28,092	+10%	+$204K	1.2%	20
2024 Q2	$1.87M	Buy	282,301 +42,976	+18%	+$303K	0.97%	30
2024 Q1	$1.75M	Buy	239,325 +17,561	+8%	+$139K	0.96%	31
2023 Q4	$2.21M	Buy	221,764 +35,246	+19%	+$280K	1.34%	21
2023 Q3	$1.49M	Buy	186,518 +109,344	+142%	+$962K	1.03%	32
2023 Q2	$644K	Buy	+77,174	New	+$503K	0.45%	45

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Norris Financial Group's SOFI Position: Q2 2026 in Review

Norris Financial Group increased its SoFi Technologies (SOFI) stake by 22% in Q2 2026, buying an estimated $194K and bringing the position to 63,617 shares worth $1.14M. The position accounts for 0.45% of the portfolio, ranked #42.

Norris Financial Group first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.61M in Q2 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Norris Financial Group held 63,617 shares of SoFi Technologies worth $1.14M as of Q2 2026.
Norris Financial Group bought 11,474 SoFi Technologies shares in Q2 2026, an estimated $194K.
SoFi Technologies made up 0.45% of Norris Financial Group's portfolio in Q2 2026, its #42 holding.
Norris Financial Group first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
Norris Financial Group's SoFi Technologies position peaked at $5.61M in Q2 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.