Ring Mountain Capital’s SoFi Technologies SOFI Stock Holding History

Ring Mountain Capital’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 Q3	$196K	Sell	12,483 -1,367	-10%	-$24.1K	0.08%	112
2026 Q2	$248K	Sell	13,850 -1,532	-10%	-$26K	0.1%	96
2026 Q1	$244K	Sell	15,382 -4,209	-21%	-$88.7K	0.13%	85
2025 Q4	$512K	Buy	19,591 +5,741	+41%	+$160K	0.26%	54
2025 Q3	$366K	Sell	13,850 -8,649	-38%	-$205K	0.2%	66
2025 Q2	$491K	Buy	22,499 +10,104	+82%	+$133K	0.3%	52
2025 Q1	$144K	Buy	12,395 +2,066	+20%	+$29.8K	0.11%	89
2024 Q4	$159K	Buy	+10,329	New	+$134K	0.11%	88

Other funds holding SOFI

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Ring Mountain Capital's SOFI Position: Q3 2026 in Review

Ring Mountain Capital reduced its SoFi Technologies (SOFI) stake by 9.9% in Q3 2026, selling an estimated $24.1K and leaving 12,483 shares worth $196K. The position accounts for 0.08% of the portfolio, ranked #112.

Ring Mountain Capital first reported a position in SOFI in Q4 2024 and has held it in 8 quarters since. The position peaked at $512K in Q4 2025. 516 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Ring Mountain Capital held 12,483 shares of SoFi Technologies worth $196K as of Q3 2026.
Ring Mountain Capital sold 1,367 SoFi Technologies shares in Q3 2026, an estimated $24.1K.
SoFi Technologies made up 0.08% of Ring Mountain Capital's portfolio in Q3 2026, its #112 holding.
Ring Mountain Capital first reported a position in SoFi Technologies in Q4 2024 and has held it in 8 quarters since.
Ring Mountain Capital's SoFi Technologies position peaked at $512K in Q4 2025.
516 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Ring Mountain Capital's 13F filing for Q3 2026, filed 13 Oct 2026.