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Rothschild Investment LLC’s SoFi Technologies SOFI Stock Holding History

Rothschild Investment LLC’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 		$4.46K Sell
249
-132
-35% -$2.24K ﹤0.01% 2341
2026
Q1 		$6.05K Sell
381
-919
-71% -$19.4K ﹤0.01% 1954
2025
Q4 		$34K Buy
1,300
+45
+4% +$1.25K ﹤0.01% 1142
2025
Q3 		$33.2K Buy
1,255
+20
+2% +$475 ﹤0.01% 1111
2025
Q2 		$22.5K Buy
1,235
+70
+6% +$923 ﹤0.01% 995
2025
Q1 		$13.5K Buy
1,165
+30
+3% +$432 ﹤0.01% 1096
2024
Q4 		$17.5K Hold
1,135
– – ﹤0.01% 1033
2024
Q3 		$8.92K Buy
1,135
+35
+3% +$254 ﹤0.01% 1153
2024
Q2 		$7.27K Hold
1,100
– – ﹤0.01% 1152
2024
Q1 		$8.03K Buy
1,100
+100
+10% +$794 ﹤0.01% 1084
2023
Q4 		$9.95K Buy
+1,000
New +$7.95K ﹤0.01% 997

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Rothschild Investment LLC's SOFI Position: Q2 2026 in Review

Rothschild Investment LLC reduced its SoFi Technologies (SOFI) stake by 35% in Q2 2026, selling an estimated $2.24K and leaving 249 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Rothschild Investment LLC first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $34K in Q4 2025. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Rothschild Investment LLC held 249 shares of SoFi Technologies worth $4.46K as of Q2 2026.
  • Rothschild Investment LLC sold 132 SoFi Technologies shares in Q2 2026, an estimated $2.24K.
  • SoFi Technologies made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2341 holding.
  • Rothschild Investment LLC first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Rothschild Investment LLC's SoFi Technologies position peaked at $34K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.