Sittner & Nelson’s SoFi Technologies SOFI Stock Holding History

Sittner & Nelson’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	$2.38K	Hold	133	–	–	﹤0.01%	529
2026 Q1	$2.11K	Hold	133	–	–	﹤0.01%	512
2025 Q4	$2.77K	Hold	133	–	–	﹤0.01%	467
2025 Q3	$3.51K	Hold	133	–	–	﹤0.01%	419
2025 Q2	$2.42K	Hold	133	–	–	﹤0.01%	443
2025 Q1	$1.55K	Hold	133	–	–	﹤0.01%	451
2024 Q4	$2.05K	Buy	+133	New	+$1.73K	﹤0.01%	420

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sittner & Nelson's SOFI Position: Q2 2026 in Review

Sittner & Nelson held its SoFi Technologies (SOFI) position steady in Q2 2026 at 133 shares worth $2.38K. The position accounts for ﹤0.01% of the portfolio, ranked #529.

Sittner & Nelson first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Sittner & Nelson held 133 shares of SoFi Technologies worth $2.38K as of Q2 2026.
Sittner & Nelson left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #529 holding.
Sittner & Nelson first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Sittner & Nelson's SoFi Technologies position peaked at $3.51K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.