Phoenix Financial’s SoFi Technologies SOFI Stock Holding History

Phoenix Financial’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	$217K	Hold	12,115	–	–	﹤0.01%	495
2026 Q1	$192K	Buy	+12,115	New	+$255K	﹤0.01%	469
2025 Q4	–	Sell	-12,841	Closed	-$339K	–	497
2025 Q3	$339K	Buy	+12,841	New	+$305K	﹤0.01%	360
2023 Q2	–	Sell	-660,491	Closed	-$4.01M	–	360
2023 Q1	$4.01M	Sell	660,491 -807,509	-55%	-$4.9M	0.09%	104
2022 Q4	$6.77M	Hold	1,468,000	–	–	0.13%	80
2022 Q3	$7.11M	Hold	1,468,000	–	–	0.16%	83
2022 Q2	$7.74M	Hold	1,468,000	–	–	0.16%	90
2022 Q1	$13.9M	Buy	1,468,000 +172,000	+13%	+$1.98M	0.23%	88
2021 Q4	$20.5M	Sell	1,296,000 -161,000	-11%	-$2.95M	0.34%	75
2021 Q3	$23.1M	Sell	1,457,000 -43,000	-3%	-$674K	0.4%	79
2021 Q2	$28.8M	Buy	+1,500,000	New	+$27.8M	0.55%	72

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Phoenix Financial's SOFI Position: Q2 2026 in Review

Phoenix Financial held its SoFi Technologies (SOFI) position steady in Q2 2026 at 12,115 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

Phoenix Financial first reported a position in SOFI in Q2 2021 and has held it in 11 quarters since. The position peaked at $28.8M in Q2 2021. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Phoenix Financial held 12,115 shares of SoFi Technologies worth $217K as of Q2 2026.
Phoenix Financial left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Phoenix Financial's portfolio in Q2 2026, its #495 holding.
Phoenix Financial first reported a position in SoFi Technologies in Q2 2021 and has held it in 11 quarters since.
Phoenix Financial's SoFi Technologies position peaked at $28.8M in Q2 2021.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Phoenix Financial's 13F filing for Q2 2026, filed 11 Aug 2026.