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Torrey Growth & Income Advisors’s SoFi Technologies SOFI Stock Holding History

Torrey Growth & Income Advisors’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 		$2.34M Buy
130,796
+4,769
+4% +$80.8K 0.79% 24
2026
Q1 		$1.97M Buy
126,027
+10,000
+9% +$211K 0.83% 27
2025
Q4 		$3.04M Buy
116,027
+4,430
+4% +$123K 1.06% 19
2025
Q3 		$2.95M Buy
+111,597
New +$2.65M 0.87% 25

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

Torrey Growth & Income Advisors's SOFI Position: Q2 2026 in Review

Torrey Growth & Income Advisors increased its SoFi Technologies (SOFI) stake by 3.8% in Q2 2026, buying an estimated $80.8K and bringing the position to 130,796 shares worth $2.34M. The position accounts for 0.79% of the portfolio, ranked #24.

Torrey Growth & Income Advisors first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.04M in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Torrey Growth & Income Advisors held 130,796 shares of SoFi Technologies worth $2.34M as of Q2 2026.
  • Torrey Growth & Income Advisors bought 4,769 SoFi Technologies shares in Q2 2026, an estimated $80.8K.
  • SoFi Technologies made up 0.79% of Torrey Growth & Income Advisors's portfolio in Q2 2026, its #24 holding.
  • Torrey Growth & Income Advisors first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Torrey Growth & Income Advisors's SoFi Technologies position peaked at $3.04M in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Torrey Growth & Income Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.