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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
Q1 		– Sell
-3,000
Closed -$22.4K – 3579
2025
Q4 		$22.4K Sell
3,000
-14,000
-82% -$390K ﹤0.01% 2072
2025
Q3 		$121K Buy
+17,000
New +$403K ﹤0.01% 1206

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

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. 332 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.
  • 332 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.