River Street Advisors’s SoFi Technologies SOFI Stock Holding History

River Street Advisors’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	$1.93M	Buy	107,677 +51,885	+93%	+$879K	0.57%	44
2026 Q1	$886K	Buy	55,792 +9,728	+21%	+$205K	0.3%	76
2025 Q4	$1.21M	Buy	46,064 +2,591	+6%	+$72.2K	0.45%	61
2025 Q3	$1.15M	Sell	43,473 -33,559	-44%	-$796K	0.45%	66
2025 Q2	$1.4M	Buy	77,032 +9,830	+15%	+$130K	0.6%	41
2025 Q1	$782K	Buy	67,202 +4,179	+7%	+$60.2K	0.39%	76
2024 Q4	$971K	Buy	63,023 +5,654	+10%	+$73.4K	0.5%	58
2024 Q3	$451K	Buy	57,369 +10,223	+22%	+$74.3K	0.24%	101
2024 Q2	$312K	Buy	47,146 +3,864	+9%	+$27.2K	0.19%	117
2024 Q1	$316K	Buy	43,282 +7,868	+22%	+$62.5K	0.21%	104
2023 Q4	$352K	Buy	35,414 +1,526	+5%	+$12.1K	0.28%	91
2023 Q3	$271K	Sell	33,888 -7,226	-18%	-$63.5K	0.26%	95
2023 Q2	$343K	Sell	41,114 -1,016	-2%	-$6.62K	0.33%	85
2023 Q1	$256K	Buy	42,130 +2,281	+6%	+$13.8K	0.25%	102
2022 Q4	$184K	Buy	+39,849	New	+$198K	0.2%	104

Other funds holding SOFI

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

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

River Street Advisors's SOFI Position: Q2 2026 in Review

River Street Advisors increased its SoFi Technologies (SOFI) stake by 93% in Q2 2026, buying an estimated $879K and bringing the position to 107,677 shares worth $1.93M. The position accounts for 0.57% of the portfolio, ranked #44.

River Street Advisors first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

River Street Advisors held 107,677 shares of SoFi Technologies worth $1.93M as of Q2 2026.
River Street Advisors bought 51,885 SoFi Technologies shares in Q2 2026, an estimated $879K.
SoFi Technologies made up 0.57% of River Street Advisors's portfolio in Q2 2026, its #44 holding.
River Street Advisors first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on River Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.