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Rydar Equities’s SoFi Technologies SOFI Stock Holding History

Rydar Equities’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
Q3 		$501K Buy
32,016
+1,995
+7% +$35.1K 0.26% 70
2026
Q2 		$519K Buy
30,021
+11,165
+59% +$189K 0.29% 72
2026
Q1 		$311K Buy
18,856
+7,447
+65% +$157K 0.24% 78
2025
Q4 		$299K Sell
11,409
-150
-1% -$4.18K 0.23% 76
2025
Q3 		$298K Buy
+11,559
New +$274K 0.24% 75

Other funds holding SOFI

Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
SWCM
Sullivan Wood Capital Management Washington, District of Columbia $65.2M AUM 11.47% 1-Year Est. Return
YC
Yarbrough Capital Franklin, Tennessee $3.58B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Rydar Equities's SOFI Position: Q3 2026 in Review

Rydar Equities increased its SoFi Technologies (SOFI) stake by 6.6% in Q3 2026, buying an estimated $35.1K and bringing the position to 32,016 shares worth $501K. The position accounts for 0.26% of the portfolio, ranked #70.

Rydar Equities first reported a position in SOFI in Q3 2025 and has held it in 5 quarters since. The position peaked at $519K in Q2 2026. 124 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Rydar Equities held 32,016 shares of SoFi Technologies worth $501K as of Q3 2026.
  • Rydar Equities bought 1,995 SoFi Technologies shares in Q3 2026, an estimated $35.1K.
  • SoFi Technologies made up 0.26% of Rydar Equities's portfolio in Q3 2026, its #70 holding.
  • Rydar Equities first reported a position in SoFi Technologies in Q3 2025 and has held it in 5 quarters since.
  • Rydar Equities's SoFi Technologies position peaked at $519K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Rydar Equities's 13F filing for Q3 2026, filed 13 Oct 2026.