St. Johns Investment Management’s SoFi Technologies SOFI Stock Holding History

St. Johns Investment Management’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	$4.61K	Hold	257	–	–	﹤0.01%	153
2026 Q1	$4.08K	Hold	257	–	–	﹤0.01%	151
2025 Q4	$6.73K	Hold	257	–	–	﹤0.01%	138
2025 Q3	$6.79K	Buy	257 +250	+3,571%	+$5.93K	﹤0.01%	139
2025 Q2	$127	Sell	7 -12	-63%	-$158	﹤0.01%	197
2025 Q1	$221	Hold	19	–	–	﹤0.01%	190
2024 Q4	$293	Hold	19	–	–	﹤0.01%	205
2024 Q3	$149	Buy	19 +7	+58%	+$51	﹤0.01%	235
2024 Q2	$79	Hold	12	–	–	﹤0.01%	203
2024 Q1	$88	Buy	12 +8	+200%	+$64	﹤0.01%	215
2023 Q4	$40	Buy	+4	New	+$32	﹤0.01%	193

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

St. Johns Investment Management's SOFI Position: Q2 2026 in Review

St. Johns Investment Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 257 shares worth $4.61K. The position accounts for ﹤0.01% of the portfolio, ranked #153.

St. Johns Investment Management first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.79K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

St. Johns Investment Management held 257 shares of SoFi Technologies worth $4.61K as of Q2 2026.
St. Johns Investment Management left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of St. Johns Investment Management's portfolio in Q2 2026, its #153 holding.
St. Johns Investment Management first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
St. Johns Investment Management's SoFi Technologies position peaked at $6.79K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on St. Johns Investment Management's 13F filing for Q2 2026, filed 4 Aug 2026.