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Parkside Investments’s SoFi Technologies SOFI Stock Holding History

Parkside Investments’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 		$4.81M Sell
268,370
-10,470
-4% -$177K 0.53% 47
2026
Q1 		$4.43M Buy
278,840
+19,475
+8% +$411K 0.54% 48
2025
Q4 		$6.79M Sell
259,365
-40,175
-13% -$1.12M 0.86% 37
2025
Q3 		$7.91M Sell
299,540
-132,505
-31% -$3.14M 0.99% 32
2025
Q2 		$7.87M Buy
432,045
+5,925
+1% +$78.1K 1.07% 31
2025
Q1 		$4.96M Sell
426,120
-244,840
-36% -$3.53M 0.73% 45
2024
Q4 		$10.3M Sell
670,960
-81,050
-11% -$1.05M 1.55% 24
2024
Q3 		$5.91M Sell
752,010
-39,425
-5% -$287K 0.89% 46
2024
Q2 		$5.23M Sell
791,435
-2,775
-0.3% -$19.6K 0.83% 44
2024
Q1 		$5.8M Sell
794,210
-90,970
-10% -$723K 0.92% 41
2023
Q4 		$8.81M Buy
885,180
+3,100
+0.4% +$24.6K 1.49% 26
2023
Q3 		$7.05M Sell
882,080
-30,045
-3% -$264K 1.29% 35
2023
Q2 		$7.61M Sell
912,125
-1,157,975
-56% -$7.55M 1.42% 32
2023
Q1 		$6.28M Buy
2,070,100
+1,238,670
+149% +$7.51M 1.18% 40
2022
Q4 		$3.83M Buy
831,430
+130,280
+19% +$646K 0.76% 48
2022
Q3 		$3.42M Buy
701,150
+111,700
+19% +$707K 0.73% 47
2022
Q2 		$3.11M Buy
589,450
+173,650
+42% +$1.17M 0.65% 48
2022
Q1 		$3.93M Buy
415,800
+140,075
+51% +$1.61M 0.77% 39
2021
Q4 		$4.36M Buy
275,725
+240,725
+688% +$4.42M 0.84% 43
2021
Q3 		$555K Buy
+35,000
New +$549K 0.12% 73

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

Parkside Investments's SOFI Position: Q2 2026 in Review

Parkside Investments reduced its SoFi Technologies (SOFI) stake by 3.8% in Q2 2026, selling an estimated $177K and leaving 268,370 shares worth $4.81M. The position accounts for 0.53% of the portfolio, ranked #47.

Parkside Investments first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $10.3M in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Parkside Investments held 268,370 shares of SoFi Technologies worth $4.81M as of Q2 2026.
  • Parkside Investments sold 10,470 SoFi Technologies shares in Q2 2026, an estimated $177K.
  • SoFi Technologies made up 0.53% of Parkside Investments's portfolio in Q2 2026, its #47 holding.
  • Parkside Investments first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Parkside Investments's SoFi Technologies position peaked at $10.3M in Q4 2024.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Parkside Investments's 13F filing for Q2 2026, filed 13 Jul 2026.