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StoneX Group’s SoFi Technologies SOFI Stock Holding History

StoneX Group’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 		$402K Buy
24,081
+5,872
+32% +$99.5K 0.02% 662
2026
Q1 		$289K Buy
+18,209
New +$384K 0.02% 589
2025
Q4 		– Sell
-27,188
Closed -$718K – 1181
2025
Q3 		$718K Buy
27,188
+14,650
+117% +$348K 0.03% 440
2025
Q2 		$223K Buy
+12,538
New +$165K 0.01% 745
2024
Q3 		– Sell
-20,638
Closed -$136K – 772
2024
Q2 		$136K Buy
20,638
+9,754
+90% +$68.8K 0.01% 580
2024
Q1 		$79.5K Buy
+10,884
New +$86.4K 0.01% 553
2023
Q4 		– Sell
-18,569
Closed -$148K – 706
2023
Q3 		$148K Buy
+18,569
New +$163K 0.02% 547
2023
Q2 		– Sell
-10,304
Closed -$62.5K – 731
2023
Q1 		$62.5K Buy
+10,304
New +$62.5K 0.01% 574

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

StoneX Group's SOFI Position: Q2 2026 in Review

StoneX Group increased its SoFi Technologies (SOFI) stake by 32% in Q2 2026, buying an estimated $99.5K and bringing the position to 24,081 shares worth $402K. The position accounts for 0.02% of the portfolio, ranked #662.

StoneX Group first reported a position in SOFI in Q1 2023 and has held it in 8 quarters since. The position peaked at $718K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • StoneX Group held 24,081 shares of SoFi Technologies worth $402K as of Q2 2026.
  • StoneX Group bought 5,872 SoFi Technologies shares in Q2 2026, an estimated $99.5K.
  • SoFi Technologies made up 0.02% of StoneX Group's portfolio in Q2 2026, its #662 holding.
  • StoneX Group first reported a position in SoFi Technologies in Q1 2023 and has held it in 8 quarters since.
  • StoneX Group's SoFi Technologies position peaked at $718K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.