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NVWM LLC’s SoFi Technologies SOFI Stock Holding History

NVWM LLC’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 		$538K Buy
30,027
+2,093
+7% +$35.5K 0.11% 170
2026
Q1 		$444K Buy
27,934
+27,334
+4,556% +$576K 0.1% 179
2025
Q4 		$15.7K Hold
600
– – ﹤0.01% 291
2025
Q3 		$15.9K Hold
600
– – ﹤0.01% 300
2025
Q2 		$10.9K Hold
600
– – ﹤0.01% 311
2025
Q1 		$6.98K Hold
600
– – ﹤0.01% 302
2024
Q4 		$9.24K Hold
600
– – ﹤0.01% 299
2024
Q3 		$4.72K Hold
600
– – ﹤0.01% 323
2024
Q2 		$3.97K Hold
600
– – ﹤0.01% 327
2024
Q1 		$4.38K Hold
600
– – ﹤0.01% 319
2023
Q4 		$5.97K Hold
600
– – ﹤0.01% 326
2023
Q3 		$4.79K Hold
600
– – ﹤0.01% 352
2023
Q2 		$5K Buy
600
+100
+20% +$652 ﹤0.01% 371
2023
Q1 		$3.04K Hold
500
– – ﹤0.01% 379
2022
Q4 		$2.31K Hold
500
– – ﹤0.01% 374
2022
Q3 		$2K Buy
500
+100
+25% +$633 ﹤0.01% 395
2022
Q2 		$2K Sell
400
-1,922
-83% -$13K ﹤0.01% 420
2022
Q1 		$22K Sell
2,322
-1,000
-30% -$11.5K 0.01% 312
2021
Q4 		$53K Buy
3,322
+1,787
+116% +$32.8K 0.02% 263
2021
Q3 		$24K Buy
1,535
+400
+35% +$6.27K 0.01% 301
2021
Q2 		$22K Hold
1,135
– – 0.01% 288
2021
Q1 		$20K Buy
+1,135
New +$22.4K 0.01% 278

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

NVWM LLC's SOFI Position: Q2 2026 in Review

NVWM LLC increased its SoFi Technologies (SOFI) stake by 7.5% in Q2 2026, buying an estimated $35.5K and bringing the position to 30,027 shares worth $538K. The position accounts for 0.11% of the portfolio, ranked #170.

NVWM LLC first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • NVWM LLC held 30,027 shares of SoFi Technologies worth $538K as of Q2 2026.
  • NVWM LLC bought 2,093 SoFi Technologies shares in Q2 2026, an estimated $35.5K.
  • SoFi Technologies made up 0.11% of NVWM LLC's portfolio in Q2 2026, its #170 holding.
  • NVWM LLC first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.