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Ritholtz Wealth Management’s SoFi Technologies SOFI Stock Holding History

Ritholtz Wealth Management’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 		$271K Sell
15,111
-18,640
-55% -$316K ﹤0.01% 1100
2026
Q1 		$536K Sell
33,751
-4,749
-12% -$100K 0.01% 767
2025
Q4 		$1.01M Buy
38,500
+9,699
+34% +$270K 0.02% 526
2025
Q3 		$761K Buy
+28,801
New +$683K 0.01% 562

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Ritholtz Wealth Management's SOFI Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its SoFi Technologies (SOFI) stake by 55% in Q2 2026, selling an estimated $316K and leaving 15,111 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Ritholtz Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q4 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ritholtz Wealth Management held 15,111 shares of SoFi Technologies worth $271K as of Q2 2026.
  • Ritholtz Wealth Management sold 18,640 SoFi Technologies shares in Q2 2026, an estimated $316K.
  • SoFi Technologies made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1100 holding.
  • Ritholtz Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Ritholtz Wealth Management's SoFi Technologies position peaked at $1.01M in Q4 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.