Sun Financial’s SoFi Technologies SOFI Stock Holding History

Sun 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	–	Sell	-43,320	Closed	-$694K	–	173
2026 Q1	$694K	Buy	43,320 +6,133	+16%	+$129K	0.35%	78
2025 Q4	$974K	Buy	+37,187	New	+$1.04M	0.54%	66

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sun Financial's SOFI Position: Q2 2026 in Review

Sun Financial sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 43,320 shares — an estimated $694K sold.

Sun Financial first reported a position in SOFI in Q4 2025 and held it in 2 quarters. The position peaked at $974K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Sun Financial reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Sun Financial sold 43,320 SoFi Technologies shares in Q2 2026, an estimated $694K.
Sun Financial first reported a position in SoFi Technologies in Q4 2025 and held it in 2 quarters.
Sun Financial's SoFi Technologies position peaked at $974K in Q4 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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