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Sowell Financial Services’s SoFi Technologies SOFI Stock Holding History

Sowell Financial Services’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 		$760K Buy
42,378
+4,613
+12% +$78.2K 0.02% 532
2026
Q1 		$600K Buy
37,765
+21,890
+138% +$461K 0.02% 582
2025
Q4 		$416K Buy
15,875
+1,994
+14% +$55.6K 0.02% 703
2025
Q3 		$367K Sell
13,881
-6,954
-33% -$165K 0.01% 747
2025
Q2 		$379K Sell
20,835
-1,458
-7% -$19.2K 0.02% 700
2025
Q1 		$259K Buy
+22,293
New +$321K 0.01% 830
2021
Q4 		– Sell
-45,058
Closed -$716K – 539
2021
Q3 		$716K Buy
+45,058
New +$706K 0.05% 347
2021
Q2 		– Sell
-6
Closed – – 2390
2021
Q1 		$0 Buy
+6
New +$118 ﹤0.01% 3286

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's SOFI Position: Q2 2026 in Review

Sowell Financial Services increased its SoFi Technologies (SOFI) stake by 12% in Q2 2026, buying an estimated $78.2K and bringing the position to 42,378 shares worth $760K. The position accounts for 0.02% of the portfolio, ranked #532.

Sowell Financial Services first reported a position in SOFI in Q1 2021 and has held it in 8 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sowell Financial Services held 42,378 shares of SoFi Technologies worth $760K as of Q2 2026.
  • Sowell Financial Services bought 4,613 SoFi Technologies shares in Q2 2026, an estimated $78.2K.
  • SoFi Technologies made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #532 holding.
  • Sowell Financial Services first reported a position in SoFi Technologies in Q1 2021 and has held it in 8 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.