NP
SOFI icon

NorthRock Partners’s SoFi Technologies SOFI Stock Holding History

NorthRock Partners’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 		$536K Buy
29,881
+6,932
+30% +$117K 0.01% 425
2026
Q1 		$364K Sell
22,949
-14,549
-39% -$307K 0.01% 474
2025
Q4 		$982K Buy
37,498
+3,793
+11% +$106K 0.02% 279
2025
Q3 		$890K Buy
33,705
+16,331
+94% +$388K 0.02% 372
2025
Q2 		$316K Buy
17,374
+2,601
+18% +$34.3K 0.01% 518
2025
Q1 		$172K Buy
+14,773
New +$213K 0.01% 584
2024
Q3 		– Sell
-11,258
Closed -$74.4K – 867
2024
Q2 		$74.4K Sell
11,258
-987
-8% -$6.96K ﹤0.01% 640
2024
Q1 		$89.4K Buy
+12,245
New +$97.3K ﹤0.01% 632

Other funds holding SOFI

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

NorthRock Partners's SOFI Position: Q2 2026 in Review

NorthRock Partners increased its SoFi Technologies (SOFI) stake by 30% in Q2 2026, buying an estimated $117K and bringing the position to 29,881 shares worth $536K. The position accounts for 0.01% of the portfolio, ranked #425.

NorthRock Partners first reported a position in SOFI in Q1 2024 and has held it in 8 quarters since. The position peaked at $982K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • NorthRock Partners held 29,881 shares of SoFi Technologies worth $536K as of Q2 2026.
  • NorthRock Partners bought 6,932 SoFi Technologies shares in Q2 2026, an estimated $117K.
  • SoFi Technologies made up 0.01% of NorthRock Partners's portfolio in Q2 2026, its #425 holding.
  • NorthRock Partners first reported a position in SoFi Technologies in Q1 2024 and has held it in 8 quarters since.
  • NorthRock Partners's SoFi Technologies position peaked at $982K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.