S
SOFI icon

SignatureFD’s SoFi Technologies SOFI Stock Holding History

SignatureFD’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 		$187K Sell
10,446
-1,378
-12% -$23.3K ﹤0.01% 1134
2026
Q1 		$188K Sell
11,824
-144
-1% -$3.04K ﹤0.01% 1039
2025
Q4 		$313K Sell
11,968
-1,534
-11% -$42.7K ﹤0.01% 768
2025
Q3 		$357K Sell
13,502
-3,657
-21% -$86.8K 0.01% 710
2025
Q2 		$312K Sell
17,159
-4,317
-20% -$56.9K 0.01% 715
2025
Q1 		$250K Buy
21,476
+1,246
+6% +$18K ﹤0.01% 788
2024
Q4 		$312K Sell
20,230
-9,584
-32% -$124K 0.01% 713
2024
Q3 		$234K Sell
29,814
-589
-2% -$4.28K ﹤0.01% 792
2024
Q2 		$201K Sell
30,403
-5,488
-15% -$38.7K ﹤0.01% 821
2024
Q1 		$262K Buy
35,891
+3,100
+9% +$24.6K 0.01% 728
2023
Q4 		$326K Sell
32,791
-502
-2% -$3.99K 0.01% 619
2023
Q3 		$266K Buy
33,293
+17,818
+115% +$157K 0.01% 632
2023
Q2 		$129K Sell
15,475
-1,683
-10% -$11K ﹤0.01% 936
2023
Q1 		$104K Buy
17,158
+2,154
+14% +$13.1K ﹤0.01% 1021
2022
Q4 		$69.2K Buy
15,004
+4,750
+46% +$23.6K ﹤0.01% 1184
2022
Q3 		$50K Buy
10,254
+444
+5% +$2.81K ﹤0.01% 1274
2022
Q2 		$52K Buy
9,810
+28
+0.3% +$189 ﹤0.01% 1272
2022
Q1 		$92K Buy
9,782
+353
+4% +$4.05K ﹤0.01% 1073
2021
Q4 		$149K Sell
9,429
-4,900
-34% -$89.9K ﹤0.01% 842
2021
Q3 		$228K Buy
14,329
+4,034
+39% +$63.2K 0.01% 636
2021
Q2 		$197K Hold
10,295
– – 0.01% 684
2021
Q1 		$177K Buy
+10,295
New +$203K 0.01% 644

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

SignatureFD's SOFI Position: Q2 2026 in Review

SignatureFD reduced its SoFi Technologies (SOFI) stake by 12% in Q2 2026, selling an estimated $23.3K and leaving 10,446 shares worth $187K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

SignatureFD first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $357K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • SignatureFD held 10,446 shares of SoFi Technologies worth $187K as of Q2 2026.
  • SignatureFD sold 1,378 SoFi Technologies shares in Q2 2026, an estimated $23.3K.
  • SoFi Technologies made up ﹤0.01% of SignatureFD's portfolio in Q2 2026, its #1134 holding.
  • SignatureFD first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • SignatureFD's SoFi Technologies position peaked at $357K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.