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TFC Financial Management’s SoFi Technologies SOFI Stock Holding History

TFC Financial 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 		$26.5K Sell
1,476
-170
-10% -$2.88K ﹤0.01% 352
2026
Q1 		$26.1K Buy
1,646
+1,130
+219% +$23.8K ﹤0.01% 330
2025
Q4 		$13.5K Hold
516
– – ﹤0.01% 377
2025
Q3 		$13.6K Buy
516
+98
+23% +$2.33K ﹤0.01% 383
2025
Q2 		$7.61K Buy
418
+100
+31% +$1.32K ﹤0.01% 395
2025
Q1 		$3.7K Sell
318
-9,400
-97% -$135K ﹤0.01% 425
2024
Q4 		$150K Sell
9,718
-50
-0.5% -$649 0.02% 151
2024
Q3 		$76.8K Buy
9,768
+311
+3% +$2.26K 0.01% 215
2024
Q2 		$62.5K Hold
9,457
– – 0.01% 220
2024
Q1 		$69K Hold
9,457
– – 0.01% 208
2023
Q4 		$94.1K Hold
9,457
– – 0.02% 175
2023
Q3 		$75.6K Buy
9,457
+4,400
+87% +$38.7K 0.02% 188
2023
Q2 		$42.2K Buy
5,057
+57
+1% +$372 0.01% 232
2023
Q1 		$30.4K Hold
5,000
– – 0.01% 276
2022
Q4 		$23.1K Buy
+5,000
New +$24.8K 0.01% 246

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

TFC Financial Management's SOFI Position: Q2 2026 in Review

TFC Financial Management reduced its SoFi Technologies (SOFI) stake by 10% in Q2 2026, selling an estimated $2.88K and leaving 1,476 shares worth $26.5K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

TFC Financial Management first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $150K in Q4 2024. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • TFC Financial Management held 1,476 shares of SoFi Technologies worth $26.5K as of Q2 2026.
  • TFC Financial Management sold 170 SoFi Technologies shares in Q2 2026, an estimated $2.88K.
  • SoFi Technologies made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #352 holding.
  • TFC Financial Management first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
  • TFC Financial Management's SoFi Technologies position peaked at $150K in Q4 2024.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.