Ranch Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Ranch Capital 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	–	Sell	-16,484	Closed	-$262K	–	160
2026 Q1	$262K	Buy	16,484 +439	+3%	+$9.25K	0.09%	137
2025 Q4	$420K	Sell	16,045 -16	-0.1%	-$446	0.15%	116
2025 Q3	$424K	Sell	16,061 -9,110	-36%	-$216K	0.16%	112
2025 Q2	$458K	Buy	+25,171	New	+$332K	0.2%	105
2021 Q3	–	Sell	-2,390	Closed	-$45K	–	668
2021 Q2	$45K	Hold	2,390	–	–	0.03%	332
2021 Q1	$40K	Buy	+2,390	New	+$47.2K	0.03%	335

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

Ranch Capital Advisors's SOFI Position: Q2 2026 in Review

Ranch Capital Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 16,484 shares — an estimated $262K sold.

Ranch Capital Advisors first reported a position in SOFI in Q1 2021 and held it in 6 quarters. The position peaked at $458K in Q2 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Ranch Capital Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Ranch Capital Advisors sold 16,484 SoFi Technologies shares in Q2 2026, an estimated $262K.
Ranch Capital Advisors first reported a position in SoFi Technologies in Q1 2021 and held it in 6 quarters.
Ranch Capital Advisors's SoFi Technologies position peaked at $458K in Q2 2025.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ranch Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.