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POM Investment Strategies’s SoFi Technologies SOFI Stock Holding History

POM Investment Strategies’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 		$1.79K Hold
100
– – ﹤0.01% 299
2026
Q1 		$1.59K Buy
+100
New +$2.11K ﹤0.01% 385
2025
Q3 		– Sell
-200
Closed -$3.64K – 219
2025
Q2 		$3.64K Buy
+200
New +$2.64K ﹤0.01% 101

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

POM Investment Strategies's SOFI Position: Q2 2026 in Review

POM Investment Strategies held its SoFi Technologies (SOFI) position steady in Q2 2026 at 100 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

POM Investment Strategies first reported a position in SOFI in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.64K in Q2 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • POM Investment Strategies held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
  • POM Investment Strategies left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of POM Investment Strategies's portfolio in Q2 2026, its #299 holding.
  • POM Investment Strategies first reported a position in SoFi Technologies in Q2 2025 and has held it in 3 quarters since.
  • POM Investment Strategies's SoFi Technologies position peaked at $3.64K in Q2 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.