Thoroughbred Financial Services’s SoFi Technologies SOFI Stock Holding History

Thoroughbred Financial Services’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 Q3	$484K	Buy	30,813 +873	+3%	+$15.4K	0.02%	442
2026 Q2	$536K	Sell	29,940 -11,115	-27%	-$188K	0.03%	403
2026 Q1	$651K	Buy	41,055 +684	+2%	+$14.4K	0.04%	346
2025 Q4	$1.06M	Buy	40,371 +231	+0.6%	+$6.44K	0.06%	270
2025 Q3	$1.06M	Buy	40,140 +27,283	+212%	+$647K	0.07%	261
2025 Q2	$234K	Buy	+12,857	New	+$170K	0.02%	513
2025 Q1	–	Sell	-14,820	Closed	-$228K	–	719
2024 Q4	$228K	Buy	+14,820	New	+$192K	0.01%	621
2024 Q2	–	Sell	-12,550	Closed	-$91K	–	646
2024 Q1	$91K	Buy	+12,550	New	+$100K	0.01%	452
2023 Q4	–	Sell	-15,764	Closed	-$125K	–	622
2023 Q3	$125K	Buy	+15,764	New	+$139K	0.01%	558

Other funds holding SOFI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Thoroughbred Financial Services's SOFI Position: Q3 2026 in Review

Thoroughbred Financial Services increased its SoFi Technologies (SOFI) stake by 2.9% in Q3 2026, buying an estimated $15.4K and bringing the position to 30,813 shares worth $484K. The position accounts for 0.02% of the portfolio, ranked #442.

Thoroughbred Financial Services first reported a position in SOFI in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.06M in Q3 2025. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Thoroughbred Financial Services held 30,813 shares of SoFi Technologies worth $484K as of Q3 2026.
Thoroughbred Financial Services bought 873 SoFi Technologies shares in Q3 2026, an estimated $15.4K.
SoFi Technologies made up 0.02% of Thoroughbred Financial Services's portfolio in Q3 2026, its #442 holding.
Thoroughbred Financial Services first reported a position in SoFi Technologies in Q3 2023 and has held it in 9 quarters since.
Thoroughbred Financial Services's SoFi Technologies position peaked at $1.06M in Q3 2025.
555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Thoroughbred Financial Services's 13F filing for Q3 2026, filed 9 Nov 2026.