Stone House Investment Management’s SoFi Technologies SOFI Stock Holding History

Stone House 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	$394	Sell	22 -1	-4%	-$17	﹤0.01%	1078
2026 Q1	$365	Sell	23 -98	-81%	-$2.07K	﹤0.01%	862
2025 Q4	$3.17K	Buy	121 +98	+426%	+$2.73K	﹤0.01%	504
2025 Q3	$608	Hold	23	–	–	﹤0.01%	625
2025 Q2	$419	Buy	+23	New	+$303	﹤0.01%	491
2024 Q4	–	Sell	-1,500	Closed	-$11.8K	–	301
2024 Q3	$11.8K	Hold	1,500	–	–	﹤0.01%	213
2024 Q2	$9.91K	Sell	1,500 -173	-10%	-$1.22K	﹤0.01%	223
2024 Q1	$12.2K	Hold	1,673	–	–	﹤0.01%	218
2023 Q4	$16.6K	Hold	1,673	–	–	0.01%	130
2023 Q3	$13.4K	Buy	1,673 +1,500	+867%	+$13.2K	﹤0.01%	142
2023 Q2	$1.44K	Buy	+173	New	+$1.13K	﹤0.01%	286

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 $3.38T AUM 44.17% 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

Stone House Investment Management's SOFI Position: Q2 2026 in Review

Stone House Investment Management reduced its SoFi Technologies (SOFI) stake by 4.3% in Q2 2026, selling an estimated $17 and leaving 22 shares worth $394. The position accounts for ﹤0.01% of the portfolio, ranked #1078.

Stone House Investment Management first reported a position in SOFI in Q2 2023 and has held it in 11 quarters since. The position peaked at $16.6K in Q4 2023. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Stone House Investment Management held 22 shares of SoFi Technologies worth $394 as of Q2 2026.
Stone House Investment Management sold 1 SoFi Technologies share in Q2 2026, an estimated $17.
SoFi Technologies made up ﹤0.01% of Stone House Investment Management's portfolio in Q2 2026, its #1078 holding.
Stone House Investment Management first reported a position in SoFi Technologies in Q2 2023 and has held it in 11 quarters since.
Stone House Investment Management's SoFi Technologies position peaked at $16.6K in Q4 2023.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.