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Roble Belko & Company’s SoFi Technologies SOFI Stock Holding History

Roble Belko & Company’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 		$1K Hold
77
– – ﹤0.01% 435
2026
Q1 		$1K Hold
77
– – ﹤0.01% 431
2025
Q4 		$2K Buy
77
+24
+45% +$669 ﹤0.01% 397
2025
Q3 		$1K Buy
53
+7
+15% +$166 ﹤0.01% 411
2025
Q2 		$1K Hold
46
– – ﹤0.01% 395
2025
Q1 		$1K Buy
46
+14
+44% +$202 ﹤0.01% 381
2024
Q4 		$0 Buy
+32
New +$416 ﹤0.01% 421

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 $3.37T 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Roble Belko & Company's SOFI Position: Q2 2026 in Review

Roble Belko & Company held its SoFi Technologies (SOFI) position steady in Q2 2026 at 77 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #435.

Roble Belko & Company first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $2K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Roble Belko & Company held 77 shares of SoFi Technologies worth $1K as of Q2 2026.
  • Roble Belko & Company left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #435 holding.
  • Roble Belko & Company first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Roble Belko & Company's SoFi Technologies position peaked at $2K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.