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Rathbones Group’s SoFi Technologies SOFI Stock Holding History

Rathbones 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 		$650K Buy
36,246
+16,150
+80% +$274K ﹤0.01% 437
2026
Q1 		$319K Buy
20,096
+550
+3% +$11.6K ﹤0.01% 517
2025
Q4 		$512K Buy
19,546
+8,675
+80% +$242K ﹤0.01% 448
2025
Q3 		$287K Buy
+10,871
New +$258K ﹤0.01% 522
2025
Q2 		– Sell
-15,167
Closed -$176K – 642
2025
Q1 		$176K Buy
+15,167
New +$219K ﹤0.01% 539

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

Rathbones Group's SOFI Position: Q2 2026 in Review

Rathbones Group increased its SoFi Technologies (SOFI) stake by 80% in Q2 2026, buying an estimated $274K and bringing the position to 36,246 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Rathbones Group first reported a position in SOFI in Q1 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Rathbones Group held 36,246 shares of SoFi Technologies worth $650K as of Q2 2026.
  • Rathbones Group bought 16,150 SoFi Technologies shares in Q2 2026, an estimated $274K.
  • SoFi Technologies made up ﹤0.01% of Rathbones Group's portfolio in Q2 2026, its #437 holding.
  • Rathbones Group first reported a position in SoFi Technologies in Q1 2025 and has held it in 5 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Rathbones Group's 13F filing for Q2 2026, filed 23 Jul 2026.