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Sierra Summit Advisors’s SoFi Technologies SOFI Stock Holding History

Sierra Summit Advisors’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 		$16.1M Buy
+895,254
New +$15.2M 1.79% 18
2025
Q2 		– Sell
-835,380
Closed -$9.72M – 209
2025
Q1 		$9.72M Buy
+835,380
New +$12M 2.11% 14

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

Sierra Summit Advisors's SOFI Position: Q2 2026 in Review

Sierra Summit Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2026: 895,254 shares worth $16.1M. The stake represents 1.79% of the portfolio and ranks #18 among its holdings. This is a return to the name: Sierra Summit Advisors previously reported a position in SOFI as recently as Q1 2025.

Sierra Summit Advisors first reported a position in SOFI in Q1 2025 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sierra Summit Advisors held 895,254 shares of SoFi Technologies worth $16.1M as of Q2 2026.
  • SoFi Technologies was a new Sierra Summit Advisors position in Q2 2026.
  • SoFi Technologies made up 1.79% of Sierra Summit Advisors's portfolio in Q2 2026, its #18 holding.
  • Sierra Summit Advisors first reported a position in SoFi Technologies in Q1 2025 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sierra Summit Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.