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SOFI icon

&Partners’s SoFi Technologies SOFI Stock Holding History

&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 		$525K Sell
29,300
-1,822
-6% -$30.9K ﹤0.01% 1804
2026
Q1 		$493K Sell
31,122
-198
-0.6% -$4.17K ﹤0.01% 1702
2025
Q4 		$820K Buy
31,320
+8,111
+35% +$226K ﹤0.01% 1329
2025
Q3 		$613K Sell
23,209
-2,589
-10% -$61.4K ﹤0.01% 1337
2025
Q2 		$470K Buy
25,798
+885
+4% +$11.7K ﹤0.01% 1391
2025
Q1 		$295K Buy
24,913
+6,200
+33% +$89.4K ﹤0.01% 1421
2024
Q4 		$278K Buy
18,713
+536
+3% +$6.96K ﹤0.01% 1379
2024
Q3 		$143K Buy
+18,177
New +$132K ﹤0.01% 1348

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

&Partners's SOFI Position: Q2 2026 in Review

&Partners reduced its SoFi Technologies (SOFI) stake by 5.9% in Q2 2026, selling an estimated $30.9K and leaving 29,300 shares worth $525K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

&Partners first reported a position in SOFI in Q3 2024 and has held it in 8 quarters since. The position peaked at $820K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • &Partners held 29,300 shares of SoFi Technologies worth $525K as of Q2 2026.
  • &Partners sold 1,822 SoFi Technologies shares in Q2 2026, an estimated $30.9K.
  • SoFi Technologies made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1804 holding.
  • &Partners first reported a position in SoFi Technologies in Q3 2024 and has held it in 8 quarters since.
  • &Partners's SoFi Technologies position peaked at $820K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.