Rafferty Asset Management’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.61M Buy
+90,071
New +$1.53M ﹤0.01% 691
2024
Q2
Sell
-66,503
Closed -$485K 1194
2024
Q1
$485K Sell
66,503
-7,802
-10% -$62K ﹤0.01% 986
2023
Q4
$739K Buy
+74,305
New +$591K ﹤0.01% 874
2022
Q3
Sell
-252,474
Closed -$1.33M 1242
2022
Q2
$1.33M Buy
+252,474
New +$1.71M 0.01% 566

Other funds holding SOFI

Rafferty Asset Management's SOFI Position: Q2 2026 in Review

Rafferty Asset Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 90,071 shares worth $1.61M. The stake represents ﹤0.01% of the portfolio and ranks #691 among its holdings. This is a return to the name: Rafferty Asset Management previously reported a position in SOFI as recently as Q1 2024.

Rafferty Asset Management first reported a position in SOFI in Q2 2022 and has held it in 4 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Rafferty Asset Management held 90,071 shares of SoFi Technologies worth $1.61M as of Q2 2026.
  • SoFi Technologies was a new Rafferty Asset Management position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #691 holding.
  • Rafferty Asset Management first reported a position in SoFi Technologies in Q2 2022 and has held it in 4 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.