Swan Capital’s SoFi Technologies SOFI Stock Holding History

Swan Capital’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	$3.62K	Buy	202 +200	+10,000%	+$3.39K	﹤0.01%	299
2026 Q1	$32	Hold	2	–	–	﹤0.01%	540
2025 Q4	$52	Sell	2 -37	-95%	-$1.03K	﹤0.01%	501
2025 Q3	$1.03K	Buy	+39	New	+$925	﹤0.01%	384

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 $3.37T AUM 44.26% 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

Swan Capital's SOFI Position: Q2 2026 in Review

Swan Capital increased its SoFi Technologies (SOFI) stake by 10,000% in Q2 2026, buying an estimated $3.39K and bringing the position to 202 shares worth $3.62K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Swan Capital first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Swan Capital held 202 shares of SoFi Technologies worth $3.62K as of Q2 2026.
Swan Capital bought 200 SoFi Technologies shares in Q2 2026, an estimated $3.39K.
SoFi Technologies made up ﹤0.01% of Swan Capital's portfolio in Q2 2026, its #299 holding.
Swan Capital first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.