QRG Capital Management’s SoFi Technologies SOFI Stock Holding History

QRG Capital Management’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	$2.77M	Buy	154,404 +8,449	+6%	+$143K	0.02%	409
2026 Q1	$2.32M	Sell	145,955 -24,198	-14%	-$510K	0.02%	396
2025 Q4	$4.45M	Sell	170,153 -3,851	-2%	-$107K	0.05%	270
2025 Q3	$4.6M	Sell	174,004 -154,193	-47%	-$3.66M	0.06%	254
2025 Q2	$5.98M	Buy	328,197 +91,582	+39%	+$1.21M	0.05%	283
2025 Q1	$2.75M	Sell	236,615 -44,176	-16%	-$637K	0.03%	399
2024 Q4	$4.32M	Buy	280,791 +24,713	+10%	+$321K	0.04%	312
2024 Q3	$2.01M	Buy	256,078 +198,980	+348%	+$1.45M	0.02%	445
2024 Q2	$377K	Buy	57,098 +3,249	+6%	+$22.9K	﹤0.01%	816
2024 Q1	$393K	Buy	53,849 +2,095	+4%	+$16.6K	0.01%	814
2023 Q4	$515K	Buy	51,754 +1,097	+2%	+$8.72K	0.01%	708
2023 Q3	$405K	Buy	+50,657	New	+$445K	0.01%	728

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

QRG Capital Management's SOFI Position: Q2 2026 in Review

QRG Capital Management increased its SoFi Technologies (SOFI) stake by 5.8% in Q2 2026, buying an estimated $143K and bringing the position to 154,404 shares worth $2.77M. The position accounts for 0.02% of the portfolio, ranked #409.

QRG Capital Management first reported a position in SOFI in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.98M in Q2 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

QRG Capital Management held 154,404 shares of SoFi Technologies worth $2.77M as of Q2 2026.
QRG Capital Management bought 8,449 SoFi Technologies shares in Q2 2026, an estimated $143K.
SoFi Technologies made up 0.02% of QRG Capital Management's portfolio in Q2 2026, its #409 holding.
QRG Capital Management first reported a position in SoFi Technologies in Q3 2023 and has held it in 12 quarters since.
QRG Capital Management's SoFi Technologies position peaked at $5.98M in Q2 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on QRG Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.