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Tortoise Investment Management’s SoFi Technologies SOFI Stock Holding History

Tortoise Investment 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 		– Sell
-50,000
Closed -$143 – 264
2026
Q1 		$143 Buy
+50,000
New +$1.05M ﹤0.01% 248

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Tortoise Investment Management's SOFI Position: Q2 2026 in Review

Tortoise Investment Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 5,527 shares — an estimated $87.8K sold.

Tortoise Investment Management first reported a position in SOFI in Q3 2021 and held it in 12 quarters. The position peaked at $119K in Q3 2025. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Tortoise Investment Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Tortoise Investment Management sold 5,527 SoFi Technologies shares in Q2 2026, an estimated $87.8K.
  • Tortoise Investment Management first reported a position in SoFi Technologies in Q3 2021 and held it in 12 quarters.
  • Tortoise Investment Management's SoFi Technologies position peaked at $119K in Q3 2025.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.