Thurston Springer Miller Herd & Titak’s SoFi Technologies SOFI Stock Holding History

Thurston Springer Miller Herd & Titak’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	$20K	Hold	1,115	–	–	0.01%	683
2026 Q1	$17.7K	Hold	1,115	–	–	0.01%	790
2025 Q4	$29.2K	Buy	+1,115	New	+$31.1K	0.01%	628
2025 Q3	–	Sell	-1,394	Closed	-$25.4K	–	1241
2025 Q2	$25.4K	Hold	1,394	–	–	﹤0.01%	864
2025 Q1	$16.2K	Buy	1,394 +115	+9%	+$1.66K	﹤0.01%	953
2024 Q4	$19.7K	Buy	1,279 +279	+28%	+$3.62K	﹤0.01%	734
2024 Q3	$7.86K	Hold	1,000	–	–	﹤0.01%	1112
2024 Q2	$6.61K	Buy	+1,000	New	+$7.05K	﹤0.01%	1126

Other funds holding SOFI

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's SOFI Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,115 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #683.

Thurston Springer Miller Herd & Titak first reported a position in SOFI in Q2 2024 and has held it in 8 quarters since. The position peaked at $29.2K in Q4 2025. 328 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,115 shares of SoFi Technologies worth $20K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #683 holding.
Thurston Springer Miller Herd & Titak first reported a position in SoFi Technologies in Q2 2024 and has held it in 8 quarters since.
Thurston Springer Miller Herd & Titak's SoFi Technologies position peaked at $29.2K in Q4 2025.
328 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.