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Procyon Advisors’s SoFi Technologies SOFI Stock Holding History

Procyon Advisors’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 		$264K Buy
14,702
+1,315
+10% +$22.3K 0.01% 486
2026
Q1 		$213K Sell
13,387
-996
-7% -$21K 0.01% 541
2025
Q4 		$377K Buy
14,383
+1,009
+8% +$28.1K 0.02% 382
2025
Q3 		$353K Buy
13,374
+110
+0.8% +$2.61K 0.02% 373
2025
Q2 		$242K Sell
13,264
-1,075
-7% -$14.2K 0.02% 417
2025
Q1 		$167K Buy
14,339
+842
+6% +$12.1K 0.01% 580
2024
Q4 		$208K Buy
13,497
+1,000
+8% +$13K 0.01% 527
2024
Q3 		$98.2K Buy
12,497
+692
+6% +$5.03K 0.01% 540
2024
Q2 		$78K Sell
11,805
-100
-0.8% -$705 0.01% 508
2024
Q1 		$86.9K Buy
11,905
+620
+5% +$4.92K 0.01% 498
2023
Q4 		$112K Sell
11,285
-780
-6% -$6.2K 0.01% 488
2023
Q3 		$96.4K Sell
12,065
-1,000
-8% -$8.79K 0.01% 465
2023
Q2 		$109K Buy
+13,065
New +$85.2K 0.01% 435

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

Procyon Advisors's SOFI Position: Q2 2026 in Review

Procyon Advisors increased its SoFi Technologies (SOFI) stake by 9.8% in Q2 2026, buying an estimated $22.3K and bringing the position to 14,702 shares worth $264K. The position accounts for 0.01% of the portfolio, ranked #486.

Procyon Advisors first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $377K in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Procyon Advisors held 14,702 shares of SoFi Technologies worth $264K as of Q2 2026.
  • Procyon Advisors bought 1,315 SoFi Technologies shares in Q2 2026, an estimated $22.3K.
  • SoFi Technologies made up 0.01% of Procyon Advisors's portfolio in Q2 2026, its #486 holding.
  • Procyon Advisors first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
  • Procyon Advisors's SoFi Technologies position peaked at $377K in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Procyon Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.