Smith, Moore & Co’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$187K Buy
+10,419
New +$177K 0.01% 568
2026
Q1
Sell
-14,582
Closed -$382K 578
2025
Q4
$382K Buy
+14,582
New +$406K 0.03% 367

Other funds holding SOFI

Smith, Moore & Co's SOFI Position: Q2 2026 in Review

Smith, Moore & Co opened a new position in SoFi Technologies (SOFI) in Q2 2026: 10,419 shares worth $187K. The stake represents 0.01% of the portfolio and ranks #568 among its holdings. This is a return to the name: Smith, Moore & Co previously reported a position in SOFI as recently as Q4 2025.

Smith, Moore & Co first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. The position peaked at $382K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Smith, Moore & Co held 10,419 shares of SoFi Technologies worth $187K as of Q2 2026.
  • SoFi Technologies was a new Smith, Moore & Co position in Q2 2026.
  • SoFi Technologies made up 0.01% of Smith, Moore & Co's portfolio in Q2 2026, its #568 holding.
  • Smith, Moore & Co first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • Smith, Moore & Co's SoFi Technologies position peaked at $382K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.