Sound Income Strategies’s SoFi Technologies SOFI Stock Holding History

Sound Income Strategies’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	–	Sell	-400	Closed	-$6.25K	–	2114
2026 Q1	$6.25K	Sell	400 -200	-33%	-$4.22K	﹤0.01%	1732
2025 Q4	$15.7K	Buy	600 +400	+200%	+$11.1K	﹤0.01%	1257
2025 Q3	$5.69K	Buy	+200	New	+$4.75K	﹤0.01%	1141
2025 Q1	–	Sell	-2,500	Closed	-$38.5K	–	1609
2024 Q4	$38.5K	Hold	2,500	–	–	﹤0.01%	529
2024 Q3	$19.6K	Hold	2,500	–	–	﹤0.01%	643
2024 Q2	$16.5K	Hold	2,500	–	–	﹤0.01%	673
2024 Q1	$18.3K	Hold	2,500	–	–	﹤0.01%	613
2023 Q4	$24.9K	Hold	2,500	–	–	﹤0.01%	546
2023 Q3	$20K	Sell	2,500 -100	-4%	-$879	﹤0.01%	444
2023 Q2	$21.7K	Buy	2,600 +75	+3%	+$489	﹤0.01%	419
2023 Q1	$15.3K	Buy	+2,525	New	+$15.3K	﹤0.01%	461
2021 Q2	–	Sell	-1,500	Closed	-$25.7K	–	1023
2021 Q1	$25.7K	Buy	+1,500	New	+$29.6K	﹤0.01%	319

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 $3.38T AUM 44.17% 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

Sound Income Strategies's SOFI Position: Q2 2026 in Review

Sound Income Strategies sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 400 shares — an estimated $6.25K sold.

Sound Income Strategies first reported a position in SOFI in Q1 2021 and held it in 12 quarters. The position peaked at $38.5K in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Sound Income Strategies reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 400 SoFi Technologies shares in Q2 2026, an estimated $6.25K.
Sound Income Strategies first reported a position in SoFi Technologies in Q1 2021 and held it in 12 quarters.
Sound Income Strategies's SoFi Technologies position peaked at $38.5K in Q4 2024.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.