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Savant Capital’s SoFi Technologies SOFI Stock Holding History

Savant Capital’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 		$780K Buy
45,861
+24,393
+114% +$413K ﹤0.01% 998
2026
Q1 		$341K Buy
21,468
+3,973
+23% +$83.7K ﹤0.01% 1101
2025
Q4 		$458K Buy
17,495
+7,108
+68% +$198K ﹤0.01% 874
2025
Q3 		$274K Buy
+10,387
New +$246K ﹤0.01% 1076
2025
Q1 		– Sell
-42,392
Closed -$653K – 1385
2024
Q4 		$653K Buy
42,392
+1,614
+4% +$21K 0.01% 793
2024
Q3 		$321K Buy
+40,778
New +$296K ﹤0.01% 1059

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

Savant Capital's SOFI Position: Q2 2026 in Review

Savant Capital increased its SoFi Technologies (SOFI) stake by 114% in Q2 2026, buying an estimated $413K and bringing the position to 45,861 shares worth $780K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Savant Capital first reported a position in SOFI in Q3 2024 and has held it in 6 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Savant Capital held 45,861 shares of SoFi Technologies worth $780K as of Q2 2026.
  • Savant Capital bought 24,393 SoFi Technologies shares in Q2 2026, an estimated $413K.
  • SoFi Technologies made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #998 holding.
  • Savant Capital first reported a position in SoFi Technologies in Q3 2024 and has held it in 6 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.