Prostatis Group’s SoFi Technologies SOFI Stock Holding History

Prostatis Group’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	-12,386	Closed	-$197K	–	200
2026 Q1	$197K	Buy	12,386 +125	+1%	+$2.63K	0.05%	165
2025 Q4	$321K	Hold	12,261	–	–	0.08%	132
2025 Q3	$324K	Hold	12,261	–	–	0.08%	120
2025 Q2	$223K	Hold	12,261	–	–	0.06%	148
2025 Q1	$143K	Hold	12,261	–	–	0.05%	150
2024 Q4	$189K	Buy	12,261 +61	+0.5%	+$792	0.06%	153
2024 Q3	$95.9K	Hold	12,200	–	–	0.03%	130
2024 Q2	$80.6K	Hold	12,200	–	–	0.03%	146
2024 Q1	$89.1K	Hold	12,200	–	–	0.03%	135
2023 Q4	$121K	Hold	12,200	–	–	0.05%	130
2023 Q3	$97.5K	Hold	12,200	–	–	0.05%	112
2023 Q2	$102K	Hold	12,200	–	–	0.05%	137
2023 Q1	$66.9K	Hold	12,200	–	–	0.04%	98
2022 Q4	$56.2K	Hold	12,200	–	–	0.03%	97
2022 Q3	$59.5K	Hold	12,200	–	–	0.07%	64
2022 Q2	$64.3K	Hold	12,200	–	–	0.1%	47
2022 Q1	$115K	Buy	+12,200	New	+$140K	0.09%	84

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 $3.37T AUM 44.26% 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

Prostatis Group's SOFI Position: Q2 2026 in Review

Prostatis Group sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 12,386 shares — an estimated $197K sold.

Prostatis Group first reported a position in SOFI in Q1 2022 and held it in 17 quarters. The position peaked at $324K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Prostatis Group reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Prostatis Group sold 12,386 SoFi Technologies shares in Q2 2026, an estimated $197K.
Prostatis Group first reported a position in SoFi Technologies in Q1 2022 and held it in 17 quarters.
Prostatis Group's SoFi Technologies position peaked at $324K in Q3 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Prostatis Group's 13F filing for Q2 2026, filed 14 Aug 2026.