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Oppenheimer & Co’s SoFi Technologies SOFI Stock Holding History

Oppenheimer & Co’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 		$4.43M Buy
247,271
+87,403
+55% +$1.48M 0.05% 395
2026
Q1 		$2.54M Sell
159,868
-96,428
-38% -$2.03M 0.03% 513
2025
Q4 		$6.71M Buy
256,296
+85,732
+50% +$2.39M 0.1% 241
2025
Q3 		$4.51M Sell
170,564
-8,041
-5% -$191K 0.06% 366
2025
Q2 		$3.25M Sell
178,605
-63,549
-26% -$838K 0.04% 445
2025
Q1 		$2.82M Sell
242,154
-123,285
-34% -$1.78M 0.04% 457
2024
Q4 		$5.63M Buy
365,439
+118,288
+48% +$1.54M 0.08% 258
2024
Q3 		$1.94M Buy
247,151
+348
+0.1% +$2.53K 0.03% 557
2024
Q2 		$1.63M Buy
246,803
+16,999
+7% +$120K 0.03% 597
2024
Q1 		$1.68M Buy
229,804
+24,699
+12% +$196K 0.03% 565
2023
Q4 		$2.04M Buy
205,105
+12,867
+7% +$102K 0.04% 487
2023
Q3 		$1.54M Buy
192,238
+1,413
+0.7% +$12.4K 0.03% 537
2023
Q2 		$1.59M Buy
190,825
+296
+0.2% +$1.93K 0.03% 535
2023
Q1 		$1.16M Sell
190,529
-53,355
-22% -$324K 0.02% 638
2022
Q4 		$1.12M Buy
243,884
+43,257
+22% +$215K 0.03% 632
2022
Q3 		$979K Buy
200,627
+19,007
+10% +$120K 0.02% 664
2022
Q2 		$957K Buy
181,620
+19,821
+12% +$134K 0.02% 705
2022
Q1 		$1.53M Buy
161,799
+11,202
+7% +$129K 0.03% 588
2021
Q4 		$2.38M Buy
150,597
+31,281
+26% +$574K 0.04% 463
2021
Q3 		$1.9M Buy
119,316
+42,903
+56% +$672K 0.04% 527
2021
Q2 		$1.47M Buy
+76,413
New +$1.42M 0.03% 608

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

Oppenheimer & Co's SOFI Position: Q2 2026 in Review

Oppenheimer & Co increased its SoFi Technologies (SOFI) stake by 55% in Q2 2026, buying an estimated $1.48M and bringing the position to 247,271 shares worth $4.43M. The position accounts for 0.05% of the portfolio, ranked #395.

Oppenheimer & Co first reported a position in SOFI in Q2 2021 and has held it in 21 quarters since. The position peaked at $6.71M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Oppenheimer & Co held 247,271 shares of SoFi Technologies worth $4.43M as of Q2 2026.
  • Oppenheimer & Co bought 87,403 SoFi Technologies shares in Q2 2026, an estimated $1.48M.
  • SoFi Technologies made up 0.05% of Oppenheimer & Co's portfolio in Q2 2026, its #395 holding.
  • Oppenheimer & Co first reported a position in SoFi Technologies in Q2 2021 and has held it in 21 quarters since.
  • Oppenheimer & Co's SoFi Technologies position peaked at $6.71M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Oppenheimer & Co's 13F filing for Q2 2026, filed 3 Aug 2026.