North Star Investment Management’s SoFi Technologies SOFI Stock Holding History

North Star Investment Management’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	$8.96K	Sell	500 -195	-28%	-$3.3K	﹤0.01%	1097
2026 Q1	$11K	Buy	695 +71	+11%	+$1.5K	﹤0.01%	1004
2025 Q4	$16.3K	Buy	624 +124	+25%	+$3.46K	﹤0.01%	870
2025 Q3	$13.2K	Hold	500	–	–	﹤0.01%	866
2025 Q2	$9.11K	Hold	500	–	–	﹤0.01%	901
2025 Q1	$5.82K	Hold	500	–	–	﹤0.01%	955
2024 Q4	$7.7K	Hold	500	–	–	﹤0.01%	921
2024 Q3	$3.93K	Hold	500	–	–	﹤0.01%	1004
2024 Q2	$3.31K	Hold	500	–	–	﹤0.01%	980
2024 Q1	$3.65K	Hold	500	–	–	﹤0.01%	1022
2023 Q4	$4.97K	Hold	500	–	–	﹤0.01%	942
2023 Q3	$4K	Hold	500	–	–	﹤0.01%	982
2023 Q2	$4.17K	Hold	500	–	–	﹤0.01%	994
2023 Q1	$3.04K	Hold	500	–	–	﹤0.01%	1049
2022 Q4	$2.31K	Hold	500	–	–	﹤0.01%	1055
2022 Q3	$2K	Hold	500	–	–	﹤0.01%	1042
2022 Q2	$3K	Hold	500	–	–	﹤0.01%	1024
2022 Q1	$5K	Hold	500	–	–	﹤0.01%	985
2021 Q4	$8K	Buy	+500	New	+$9.18K	﹤0.01%	948

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 $3.38T AUM 44.17% 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

North Star Investment Management's SOFI Position: Q2 2026 in Review

North Star Investment Management reduced its SoFi Technologies (SOFI) stake by 28% in Q2 2026, selling an estimated $3.3K and leaving 500 shares worth $8.96K. The position accounts for ﹤0.01% of the portfolio, ranked #1097.

North Star Investment Management first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.3K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

North Star Investment Management held 500 shares of SoFi Technologies worth $8.96K as of Q2 2026.
North Star Investment Management sold 195 SoFi Technologies shares in Q2 2026, an estimated $3.3K.
SoFi Technologies made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1097 holding.
North Star Investment Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
North Star Investment Management's SoFi Technologies position peaked at $16.3K in Q4 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.