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Strategic Investment Solutions’s SoFi Technologies SOFI Stock Holding History

Strategic Investment Solutions’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 		– Sell
-1,242
Closed -$19.7K – 721
2026
Q1 		$19.7K Hold
1,242
– – ﹤0.01% 341
2025
Q4 		$32.5K Buy
1,242
+12
+1% +$334 0.01% 279
2025
Q3 		$32.5K Buy
1,230
+1,075
+694% +$25.5K 0.01% 256
2025
Q2 		$2.82K Sell
155
-4,118
-96% -$54.3K ﹤0.01% 481
2025
Q1 		$49.7K Buy
4,273
+3,773
+755% +$54.4K 0.01% 195
2024
Q4 		$7.7K Hold
500
– – ﹤0.01% 413
2024
Q3 		$3.93K Buy
+500
New +$3.63K ﹤0.01% 456
2023
Q4 		$4.97K Sell
500
-31,000
-98% -$246K ﹤0.01% 865
2023
Q3 		$277K Buy
31,500
+31,000
+6,200% +$273K ﹤0.01% 465
2023
Q2 		$3.41K Hold
500
– – ﹤0.01% 704
2023
Q1 		$3.04K Buy
+500
New +$3.03K ﹤0.01% 821

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 Investment Solutions's SOFI Position: Q2 2026 in Review

Strategic Investment Solutions sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 1,242 shares — an estimated $19.7K sold.

Strategic Investment Solutions first reported a position in SOFI in Q1 2023 and held it in 11 quarters. The position peaked at $277K in Q3 2023. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Strategic Investment Solutions reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Strategic Investment Solutions sold 1,242 SoFi Technologies shares in Q2 2026, an estimated $19.7K.
  • Strategic Investment Solutions first reported a position in SoFi Technologies in Q1 2023 and held it in 11 quarters.
  • Strategic Investment Solutions's SoFi Technologies position peaked at $277K in Q3 2023.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.