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Root Financial Partners’s SoFi Technologies SOFI Stock Holding History

Root Financial Partners’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 		$209K Sell
11,640
-713
-6% -$12.1K 0.01% 386
2026
Q1 		$196K Sell
12,353
-2,380
-16% -$50.2K 0.01% 335
2025
Q4 		$386K Buy
14,733
+10,965
+291% +$306K 0.02% 196
2025
Q3 		$99.6K Buy
+3,768
New +$89.4K 0.01% 454

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

Root Financial Partners's SOFI Position: Q2 2026 in Review

Root Financial Partners reduced its SoFi Technologies (SOFI) stake by 5.8% in Q2 2026, selling an estimated $12.1K and leaving 11,640 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #386.

Root Financial Partners first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $386K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Root Financial Partners held 11,640 shares of SoFi Technologies worth $209K as of Q2 2026.
  • Root Financial Partners sold 713 SoFi Technologies shares in Q2 2026, an estimated $12.1K.
  • SoFi Technologies made up 0.01% of Root Financial Partners's portfolio in Q2 2026, its #386 holding.
  • Root Financial Partners first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's SoFi Technologies position peaked at $386K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.