Taylor Frigon Capital Management’s SoFi Technologies SOFI Stock Holding History

Taylor Frigon 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	$2.78M	Buy	155,252 +37,235	+32%	+$631K	1.3%	19
2026 Q1	$1.87M	Buy	118,017 +31,081	+36%	+$655K	1.07%	50
2025 Q4	$2.28M	Buy	+86,936	New	+$2.42M	1.15%	33

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

Taylor Frigon Capital Management's SOFI Position: Q2 2026 in Review

Taylor Frigon Capital Management increased its SoFi Technologies (SOFI) stake by 32% in Q2 2026, buying an estimated $631K and bringing the position to 155,252 shares worth $2.78M. The position accounts for 1.3% of the portfolio, ranked #19.

Taylor Frigon Capital Management first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Taylor Frigon Capital Management held 155,252 shares of SoFi Technologies worth $2.78M as of Q2 2026.
Taylor Frigon Capital Management bought 37,235 SoFi Technologies shares in Q2 2026, an estimated $631K.
SoFi Technologies made up 1.3% of Taylor Frigon Capital Management's portfolio in Q2 2026, its #19 holding.
Taylor Frigon Capital Management first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Taylor Frigon Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.