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R Squared’s SoFi Technologies SOFI Stock Holding History

R Squared’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
-23,274
Closed -$370K – 678
2026
Q1 		$370K Buy
23,274
+5,872
+34% +$124K 0.2% 151
2025
Q4 		$456K Sell
17,402
-8,846
-34% -$246K 0.21% 134
2025
Q3 		$693K Sell
26,248
-3,236
-11% -$76.8K 0.3% 87
2025
Q2 		$537K Buy
+29,484
New +$389K 0.3% 93
2025
Q1 		– Sell
-8,225
Closed -$127K – 1328
2024
Q4 		$127K Buy
+8,225
New +$107K 0.12% 210

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

R Squared's SOFI Position: Q2 2026 in Review

R Squared sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 23,274 shares — an estimated $370K sold.

R Squared first reported a position in SOFI in Q4 2024 and held it in 5 quarters. The position peaked at $693K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • R Squared reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • R Squared sold 23,274 SoFi Technologies shares in Q2 2026, an estimated $370K.
  • R Squared first reported a position in SoFi Technologies in Q4 2024 and held it in 5 quarters.
  • R Squared's SoFi Technologies position peaked at $693K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.