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Patriot Financial Group Insurance Agency’s SoFi Technologies SOFI Stock Holding History

Patriot Financial Group Insurance Agency’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 		$689K Sell
38,405
-27,927
-42% -$473K 0.07% 269
2026
Q1 		$1.05M Buy
66,332
+50,266
+313% +$1.06M 0.06% 298
2025
Q4 		$421K Sell
16,066
-257
-2% -$7.16K 0.05% 320
2025
Q3 		$431K Sell
16,323
-459
-3% -$10.9K 0.06% 311
2025
Q2 		$306K Buy
+16,782
New +$221K 0.04% 400
2024
Q4 		– Sell
-11,584
Closed -$91K – 533
2024
Q3 		$91K Buy
11,584
+849
+8% +$6.17K 0.01% 485
2024
Q2 		$71K Buy
+10,735
New +$75.7K 0.01% 466
2022
Q3 		– Sell
-742
Closed -$4K – 1733
2022
Q2 		$4K Buy
742
+312
+73% +$2.11K ﹤0.01% 1580
2022
Q1 		$4K Sell
430
-976
-69% -$11.2K ﹤0.01% 1718
2021
Q4 		$22K Sell
1,406
-569
-29% -$10.4K ﹤0.01% 1190
2021
Q3 		$31K Buy
1,975
+1,075
+119% +$16.8K 0.01% 1035
2021
Q2 		$17K Buy
+900
New +$16.7K ﹤0.01% 1253

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SOFI Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its SoFi Technologies (SOFI) stake by 42% in Q2 2026, selling an estimated $473K and leaving 38,405 shares worth $689K. The position accounts for 0.07% of the portfolio, ranked #269.

Patriot Financial Group Insurance Agency first reported a position in SOFI in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.05M in Q1 2026. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 38,405 shares of SoFi Technologies worth $689K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 27,927 SoFi Technologies shares in Q2 2026, an estimated $473K.
  • SoFi Technologies made up 0.07% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #269 holding.
  • Patriot Financial Group Insurance Agency first reported a position in SoFi Technologies in Q2 2021 and has held it in 12 quarters since.
  • Patriot Financial Group Insurance Agency's SoFi Technologies position peaked at $1.05M in Q1 2026.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.