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Portman Square Capital’s SoFi Technologies SOFI Stock Holding History

Portman Square Capital’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 		– Sell
-37,753
Closed -$600K – 104
2026
Q1 		$600K Buy
+37,753
New +$796K 0.02% 96
2025
Q2 		– Sell
-72,526
Closed -$843K – 233
2025
Q1 		$843K Buy
+72,526
New +$1.05M 0.02% 199

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Portman Square Capital's SOFI Position: Q2 2026 in Review

Portman Square Capital sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 37,753 shares — an estimated $600K sold.

Portman Square Capital first reported a position in SOFI in Q1 2025 and held it in 2 quarters. The position peaked at $843K in Q1 2025. 160 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Portman Square Capital reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Portman Square Capital sold 37,753 SoFi Technologies shares in Q2 2026, an estimated $600K.
  • Portman Square Capital first reported a position in SoFi Technologies in Q1 2025 and held it in 2 quarters.
  • Portman Square Capital's SoFi Technologies position peaked at $843K in Q1 2025.
  • 160 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Portman Square Capital's 13F filing for Q2 2026, filed 15 Jul 2026.