RhumbLine Advisers
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RhumbLine Advisers’s SoFi Technologies SOFI Stock Holding History

RhumbLine Advisers’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 		$23.9M Buy
1,333,823
+51,404
+4% +$871K 0.02% 672
2026
Q1 		$20.4M Sell
1,282,419
-384
-0% -$8.09K 0.02% 702
2025
Q4 		$33.6M Buy
1,282,803
+38,323
+3% +$1.07M 0.03% 507
2025
Q3 		$32.9M Buy
1,244,480
+222,278
+22% +$5.27M 0.03% 518
2025
Q2 		$18.6M Sell
1,022,202
-53,615
-5% -$707K 0.02% 742
2025
Q1 		$12.5M Buy
1,075,817
+42,215
+4% +$608K 0.01% 920
2024
Q4 		$15.9M Buy
1,033,602
+37,892
+4% +$492K 0.01% 816
2024
Q3 		$7.83M Buy
995,710
+16,527
+2% +$120K 0.01% 1183
2024
Q2 		$6.47M Buy
979,183
+53,124
+6% +$375K 0.01% 1248
2024
Q1 		$6.76M Sell
926,059
-111,269
-11% -$884K 0.01% 1256
2023
Q4 		$10.3M Buy
1,037,328
+17,541
+2% +$139K 0.01% 1039
2023
Q3 		$8.15M Sell
1,019,787
-20,832
-2% -$183K 0.01% 1087
2023
Q2 		$8.68M Buy
1,040,619
+208,238
+25% +$1.36M 0.01% 1082
2023
Q1 		$5.05M Buy
832,381
+7,634
+0.9% +$46.3K 0.01% 1307
2022
Q4 		$3.8M Buy
824,747
+71,571
+10% +$355K 0.01% 1438
2022
Q3 		$3.67M Buy
753,176
+55,928
+8% +$354K 0.01% 1407
2022
Q2 		$3.67M Buy
+697,248
New +$4.71M 0.01% 1431

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 $3.38T AUM 44.17% 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

RhumbLine Advisers's SOFI Position: Q2 2026 in Review

RhumbLine Advisers increased its SoFi Technologies (SOFI) stake by 4% in Q2 2026, buying an estimated $871K and bringing the position to 1,333,823 shares worth $23.9M. The position accounts for 0.02% of the portfolio, ranked #672.

RhumbLine Advisers first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $33.6M in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • RhumbLine Advisers held 1,333,823 shares of SoFi Technologies worth $23.9M as of Q2 2026.
  • RhumbLine Advisers bought 51,404 SoFi Technologies shares in Q2 2026, an estimated $871K.
  • SoFi Technologies made up 0.02% of RhumbLine Advisers's portfolio in Q2 2026, its #672 holding.
  • RhumbLine Advisers first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • RhumbLine Advisers's SoFi Technologies position peaked at $33.6M in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on RhumbLine Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.