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Summit Financial’s SoFi Technologies SOFI Stock Holding History

Summit Financial’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 		$8.97M Sell
500,342
-71,330
-12% -$1.21M 0.1% 203
2026
Q1 		$9.08M Sell
571,672
-151,884
-21% -$3.2M 0.12% 173
2025
Q4 		$18.9M Buy
723,556
+98,171
+16% +$2.74M 0.28% 68
2025
Q3 		$16.5M Buy
+625,385
New +$14.8M 0.25% 76

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

Summit Financial's SOFI Position: Q2 2026 in Review

Summit Financial reduced its SoFi Technologies (SOFI) stake by 12% in Q2 2026, selling an estimated $1.21M and leaving 500,342 shares worth $8.97M. The position accounts for 0.1% of the portfolio, ranked #203.

Summit Financial first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $18.9M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Summit Financial held 500,342 shares of SoFi Technologies worth $8.97M as of Q2 2026.
  • Summit Financial sold 71,330 SoFi Technologies shares in Q2 2026, an estimated $1.21M.
  • SoFi Technologies made up 0.1% of Summit Financial's portfolio in Q2 2026, its #203 holding.
  • Summit Financial first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's SoFi Technologies position peaked at $18.9M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.