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RPG Investment Advisory’s SoFi Technologies SOFI Stock Holding History

RPG Investment Advisory’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 		$1.09M Buy
60,750
+19,960
+49% +$338K 0.11% 62
2026
Q1 		$648K Buy
40,790
+12,540
+44% +$264K 0.08% 70
2025
Q4 		$740K Sell
28,250
-600
-2% -$16.7K 0.08% 68
2025
Q3 		$762K Sell
28,850
-600
-2% -$14.2K 0.09% 61
2025
Q2 		$536K Buy
+29,450
New +$388K 0.07% 70

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

RPG Investment Advisory's SOFI Position: Q2 2026 in Review

RPG Investment Advisory increased its SoFi Technologies (SOFI) stake by 49% in Q2 2026, buying an estimated $338K and bringing the position to 60,750 shares worth $1.09M. The position accounts for 0.11% of the portfolio, ranked #62.

RPG Investment Advisory first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • RPG Investment Advisory held 60,750 shares of SoFi Technologies worth $1.09M as of Q2 2026.
  • RPG Investment Advisory bought 19,960 SoFi Technologies shares in Q2 2026, an estimated $338K.
  • SoFi Technologies made up 0.11% of RPG Investment Advisory's portfolio in Q2 2026, its #62 holding.
  • RPG Investment Advisory first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on RPG Investment Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.