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Steinberganna Wealth Management’s SoFi Technologies SOFI Stock Holding History

Steinberganna Wealth 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 		$1.44M Hold
80,450
– – 0.59% 33
2026
Q1 		$1.28M Hold
80,450
– – 0.61% 33
2025
Q4 		$2.11M Sell
80,450
-2,510
-3% -$69.9K 0.99% 22
2025
Q3 		$2.19M Buy
+82,960
New +$1.97M 1.03% 21

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

Steinberganna Wealth Management's SOFI Position: Q2 2026 in Review

Steinberganna Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 80,450 shares worth $1.44M. The position accounts for 0.59% of the portfolio, ranked #33.

Steinberganna Wealth Management first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.19M in Q3 2025. 914 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Steinberganna Wealth Management held 80,450 shares of SoFi Technologies worth $1.44M as of Q2 2026.
  • Steinberganna Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.59% of Steinberganna Wealth Management's portfolio in Q2 2026, its #33 holding.
  • Steinberganna Wealth Management first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Steinberganna Wealth Management's SoFi Technologies position peaked at $2.19M in Q3 2025.
  • 914 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Steinberganna Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.