SJS Investment Consulting’s SoFi Technologies SOFI Stock Holding History

SJS Investment Consulting’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	$21.6K	Buy	1,202 +12	+1%	+$203	﹤0.01%	770
2026 Q1	$18.9K	Buy	1,190 +17	+1%	+$358	﹤0.01%	686
2025 Q4	$30.7K	Buy	1,173 +54	+5%	+$1.5K	﹤0.01%	509
2025 Q3	$29.6K	Buy	1,119 +1,000	+840%	+$23.7K	﹤0.01%	461
2025 Q2	$2.17K	Sell	119 -103	-46%	-$1.36K	﹤0.01%	546
2025 Q1	$2.58K	Buy	222 +71	+47%	+$1.02K	﹤0.01%	625
2024 Q4	$2.33K	Buy	151 +15	+11%	+$195	﹤0.01%	643
2024 Q3	$1.07K	Buy	+136	New	+$989	﹤0.01%	1048
2024 Q2	–	Sell	-54	Closed	-$395	–	1706
2024 Q1	$395	Sell	54 -600	-92%	-$4.76K	﹤0.01%	1359
2023 Q4	$6.51K	Buy	654 +440	+206%	+$3.5K	﹤0.01%	353
2023 Q3	$1.71K	Hold	214	–	–	﹤0.01%	699
2023 Q2	$1.78K	Hold	214	–	–	﹤0.01%	647
2023 Q1	$1.3K	Hold	214	–	–	﹤0.01%	771
2022 Q4	$987	Buy	214 +104	+95%	+$516	﹤0.01%	938
2022 Q3	$1K	Buy	+110	New	+$696	﹤0.01%	902
2022 Q1	$1K	Hold	134	–	–	﹤0.01%	627
2021 Q4	$2K	Buy	+134	New	+$2.46K	﹤0.01%	478

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

SJS Investment Consulting's SOFI Position: Q2 2026 in Review

SJS Investment Consulting increased its SoFi Technologies (SOFI) stake by 1% in Q2 2026, buying an estimated $203 and bringing the position to 1,202 shares worth $21.6K. The position accounts for ﹤0.01% of the portfolio, ranked #770.

SJS Investment Consulting first reported a position in SOFI in Q4 2021 and has held it in 17 quarters since. The position peaked at $30.7K in Q4 2025. 924 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

SJS Investment Consulting held 1,202 shares of SoFi Technologies worth $21.6K as of Q2 2026.
SJS Investment Consulting bought 12 SoFi Technologies shares in Q2 2026, an estimated $203.
SoFi Technologies made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #770 holding.
SJS Investment Consulting first reported a position in SoFi Technologies in Q4 2021 and has held it in 17 quarters since.
SJS Investment Consulting's SoFi Technologies position peaked at $30.7K in Q4 2025.
924 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.