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 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

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

Ring Mountain Capital's SOFI Position: Q2 2026 in Review

Ring Mountain Capital reduced its SoFi Technologies (SOFI) stake by 10% in Q2 2026, selling an estimated $26K and leaving 13,850 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #96.

Ring Mountain Capital first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $512K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Ring Mountain Capital held 13,850 shares of SoFi Technologies worth $248K as of Q2 2026.
Ring Mountain Capital sold 1,532 SoFi Technologies shares in Q2 2026, an estimated $26K.
SoFi Technologies made up 0.1% of Ring Mountain Capital's portfolio in Q2 2026, its #96 holding.
Ring Mountain Capital first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Ring Mountain Capital's SoFi Technologies position peaked at $512K in Q4 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ring Mountain Capital's 13F filing for Q2 2026, filed 11 Aug 2026.