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Sullivan Wood Capital Management’s SoFi Technologies SOFI Stock Holding History

Sullivan Wood Capital 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 		$4.49M Buy
250,395
+38,750
+18% +$657K 6.15% 3
2026
Q1 		$3.36M Buy
211,645
+20,700
+11% +$436K 5.88% 3
2025
Q4 		$5M Buy
190,945
+38,750
+25% +$1.08M 7.54% 2
2025
Q3 		$4.02M Sell
152,195
-1,500
-1% -$35.6K 5.92% 2
2025
Q2 		$2.8M Buy
+153,695
New +$2.03M 5.83% 2

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

Sullivan Wood Capital Management's SOFI Position: Q2 2026 in Review

Sullivan Wood Capital Management increased its SoFi Technologies (SOFI) stake by 18% in Q2 2026, buying an estimated $657K and bringing the position to 250,395 shares worth $4.49M. The position accounts for 6.15% of the portfolio, ranked #3.

Sullivan Wood Capital Management first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $5M in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Sullivan Wood Capital Management held 250,395 shares of SoFi Technologies worth $4.49M as of Q2 2026.
  • Sullivan Wood Capital Management bought 38,750 SoFi Technologies shares in Q2 2026, an estimated $657K.
  • SoFi Technologies made up 6.15% of Sullivan Wood Capital Management's portfolio in Q2 2026, its #3 holding.
  • Sullivan Wood Capital Management first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Sullivan Wood Capital Management's SoFi Technologies position peaked at $5M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Sullivan Wood Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.