T
SOFI icon

Tidemark’s SoFi Technologies SOFI Stock Holding History

Tidemark’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 		$140K Buy
7,811
+2,900
+59% +$49.1K 0.03% 190
2026
Q1 		$78K Sell
4,911
-23
-0.5% -$485 0.02% 223
2025
Q4 		$129K Sell
4,934
-616
-11% -$17.2K 0.04% 156
2025
Q3 		$147K Buy
5,550
+658
+13% +$15.6K 0.04% 156
2025
Q2 		$89.1K Buy
4,892
+514
+12% +$6.78K 0.03% 186
2025
Q1 		$50.9K Buy
4,378
+3,707
+552% +$53.4K 0.02% 241
2024
Q4 		$10.3K Buy
671
+100
+18% +$1.3K ﹤0.01% 439
2024
Q3 		$4.49K Hold
571
– – ﹤0.01% 500
2024
Q2 		$3.77K Hold
571
– – ﹤0.01% 494
2024
Q1 		$4.17K Sell
571
-374
-40% -$2.97K ﹤0.01% 533
2023
Q4 		$9.4K Buy
+945
New +$7.51K 0.01% 433

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

Tidemark's SOFI Position: Q2 2026 in Review

Tidemark increased its SoFi Technologies (SOFI) stake by 59% in Q2 2026, buying an estimated $49.1K and bringing the position to 7,811 shares worth $140K. The position accounts for 0.03% of the portfolio, ranked #190.

Tidemark first reported a position in SOFI in Q4 2023 and has held it in 11 quarters since. The position peaked at $147K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Tidemark held 7,811 shares of SoFi Technologies worth $140K as of Q2 2026.
  • Tidemark bought 2,900 SoFi Technologies shares in Q2 2026, an estimated $49.1K.
  • SoFi Technologies made up 0.03% of Tidemark's portfolio in Q2 2026, its #190 holding.
  • Tidemark first reported a position in SoFi Technologies in Q4 2023 and has held it in 11 quarters since.
  • Tidemark's SoFi Technologies position peaked at $147K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tidemark's 13F filing for Q2 2026, filed 10 Aug 2026.