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Strategic Blueprint’s SoFi Technologies SOFI Stock Holding History

Strategic Blueprint’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 		$202K Buy
+11,241
New +$190K 0.01% 680
2024
Q4 		– Sell
-10,068
Closed -$79.1K – 707
2024
Q3 		$79.1K Sell
10,068
-62
-0.6% -$451 ﹤0.01% 638
2024
Q2 		$67K Sell
10,130
-516
-5% -$3.64K ﹤0.01% 598
2024
Q1 		$77.7K Buy
10,646
+292
+3% +$2.32K 0.01% 594
2023
Q4 		$103K Buy
10,354
+118
+1% +$938 0.01% 546
2023
Q3 		$81.8K Buy
+10,236
New +$90K 0.01% 519
2021
Q3 		– Sell
-266
Closed -$5K – 1177
2021
Q2 		$5K Buy
+266
New +$4.93K ﹤0.01% 1091

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

Strategic Blueprint's SOFI Position: Q2 2026 in Review

Strategic Blueprint opened a new position in SoFi Technologies (SOFI) in Q2 2026: 11,241 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #680 among its holdings. This is a return to the name: Strategic Blueprint previously reported a position in SOFI as recently as Q3 2024.

Strategic Blueprint first reported a position in SOFI in Q2 2021 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Strategic Blueprint held 11,241 shares of SoFi Technologies worth $202K as of Q2 2026.
  • SoFi Technologies was a new Strategic Blueprint position in Q2 2026.
  • SoFi Technologies made up 0.01% of Strategic Blueprint's portfolio in Q2 2026, its #680 holding.
  • Strategic Blueprint first reported a position in SoFi Technologies in Q2 2021 and has held it in 7 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Strategic Blueprint's 13F filing for Q2 2026, filed 23 Jul 2026.