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Sava Infond’s SoFi Technologies SOFI Stock Holding History

Sava Infond’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 		$5.81M Buy
324,100
+225,050
+227% +$3.81M 0.41% 50
2026
Q1 		$1.57M Sell
99,050
-8,500
-8% -$179K 0.22% 85
2025
Q4 		$2.82M Buy
107,550
+22,500
+26% +$627K 0.38% 53
2025
Q3 		$2.25M Buy
85,050
+71,050
+508% +$1.69M 0.32% 65
2025
Q2 		$255K Buy
14,000
+2,000
+17% +$26.4K 0.04% 155
2025
Q1 		$140K Sell
12,000
-2,000
-14% -$28.8K 0.03% 184
2024
Q4 		$216K Buy
+14,000
New +$182K 0.04% 168

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sava Infond's SOFI Position: Q2 2026 in Review

Sava Infond increased its SoFi Technologies (SOFI) stake by 227% in Q2 2026, buying an estimated $3.81M and bringing the position to 324,100 shares worth $5.81M. The position accounts for 0.41% of the portfolio, ranked #50.

Sava Infond first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. 163 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sava Infond held 324,100 shares of SoFi Technologies worth $5.81M as of Q2 2026.
  • Sava Infond bought 225,050 SoFi Technologies shares in Q2 2026, an estimated $3.81M.
  • SoFi Technologies made up 0.41% of Sava Infond's portfolio in Q2 2026, its #50 holding.
  • Sava Infond first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • 163 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sava Infond's 13F filing for Q2 2026, filed 16 Jul 2026.