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Salomon & Ludwin’s SoFi Technologies SOFI Stock Holding History

Salomon & Ludwin’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 		$14.7K Hold
799
– – ﹤0.01% 1376
2026
Q1 		$12.7K Sell
799
-45
-5% -$949 ﹤0.01% 1398
2025
Q4 		$24.7K Sell
844
-324
-28% -$9.03K ﹤0.01% 736
2025
Q3 		$29.5K Buy
+1,168
New +$27.7K ﹤0.01% 593

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

Salomon & Ludwin's SOFI Position: Q2 2026 in Review

Salomon & Ludwin held its SoFi Technologies (SOFI) position steady in Q2 2026 at 799 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Salomon & Ludwin first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $29.5K in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Salomon & Ludwin held 799 shares of SoFi Technologies worth $14.7K as of Q2 2026.
  • Salomon & Ludwin left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #1376 holding.
  • Salomon & Ludwin first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Salomon & Ludwin's SoFi Technologies position peaked at $29.5K in Q3 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.