Stansberry Asset Management’s SoFi Technologies SOFI Stock Holding History

Stansberry Asset 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	$947K	Sell	52,837 -3,061	-5%	-$51.9K	0.09%	113
2026 Q1	$888K	Buy	55,898 +5,207	+10%	+$110K	0.09%	109
2025 Q4	$1.33M	Sell	50,691 -2,715	-5%	-$75.7K	0.13%	99
2025 Q3	$1.41M	Buy	+53,406	New	+$1.27M	0.15%	90
2023 Q1	–	Sell	-82,036	Closed	-$378K	–	107
2022 Q4	$378K	Buy	82,036 +2,531	+3%	+$12.6K	0.08%	92
2022 Q3	$388K	Sell	79,505 -519	-0.6%	-$3.28K	0.08%	93
2022 Q2	$422K	Sell	80,024 -38,417	-32%	-$260K	0.09%	94
2022 Q1	$1.12M	Buy	118,441 +7,160	+6%	+$82.2K	0.18%	73
2021 Q4	$1.76M	Buy	111,281 +65,627	+144%	+$1.2M	0.28%	51
2021 Q3	$725K	Buy	+45,654	New	+$716K	0.15%	54

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

Stansberry Asset Management's SOFI Position: Q2 2026 in Review

Stansberry Asset Management reduced its SoFi Technologies (SOFI) stake by 5.5% in Q2 2026, selling an estimated $51.9K and leaving 52,837 shares worth $947K. The position accounts for 0.09% of the portfolio, ranked #113.

Stansberry Asset Management first reported a position in SOFI in Q3 2021 and has held it in 10 quarters since. The position peaked at $1.76M in Q4 2021. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Stansberry Asset Management held 52,837 shares of SoFi Technologies worth $947K as of Q2 2026.
Stansberry Asset Management sold 3,061 SoFi Technologies shares in Q2 2026, an estimated $51.9K.
SoFi Technologies made up 0.09% of Stansberry Asset Management's portfolio in Q2 2026, its #113 holding.
Stansberry Asset Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 10 quarters since.
Stansberry Asset Management's SoFi Technologies position peaked at $1.76M in Q4 2021.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Stansberry Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.