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Markowski Investments’s SoFi Technologies SOFI Stock Holding History

Markowski Investments’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 		$38.1K Buy
+2,126
New +$36K 0.01% 236

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Markowski Investments's SOFI Position: Q2 2026 in Review

Markowski Investments opened a new position in SoFi Technologies (SOFI) in Q2 2026: 2,126 shares worth $38.1K. The stake represents 0.01% of the portfolio and ranks #236 among its holdings.

748 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Markowski Investments held 2,126 shares of SoFi Technologies worth $38.1K as of Q2 2026.
  • SoFi Technologies was a new Markowski Investments position in Q2 2026.
  • SoFi Technologies made up 0.01% of Markowski Investments's portfolio in Q2 2026, its #236 holding.
  • 748 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.