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Southern Financial Group’s SoFi Technologies SOFI Stock Holding History

Southern Financial Group’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 		$362K Buy
20,215
+870
+4% +$14.7K 0.09% 55
2026
Q1 		$307K Buy
19,345
+1,505
+8% +$31.7K 0.09% 60
2025
Q4 		$467K Buy
+17,840
New +$497K 0.13% 38

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
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
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 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 74.26% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PLFS
Provident Living Financial Services Lehi, Utah $101M AUM

Southern Financial Group's SOFI Position: Q2 2026 in Review

Southern Financial Group increased its SoFi Technologies (SOFI) stake by 4.5% in Q2 2026, buying an estimated $14.7K and bringing the position to 20,215 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #55.

Southern Financial Group first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q4 2025. 442 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Southern Financial Group held 20,215 shares of SoFi Technologies worth $362K as of Q2 2026.
  • Southern Financial Group bought 870 SoFi Technologies shares in Q2 2026, an estimated $14.7K.
  • SoFi Technologies made up 0.09% of Southern Financial Group's portfolio in Q2 2026, its #55 holding.
  • Southern Financial Group first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Southern Financial Group's SoFi Technologies position peaked at $467K in Q4 2025.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Southern Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.