Tradewinds Capital Management’s SoFi Technologies SOFI Stock Holding History

Tradewinds Capital 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	$413	Sell	23 -265	-92%	-$4.49K	﹤0.01%	654
2026 Q1	$4.57K	Buy	288 +4	+1%	+$84	﹤0.01%	473
2025 Q4	$7.44K	Hold	284	–	–	﹤0.01%	409
2025 Q3	$7.5K	Buy	284 +265	+1,395%	+$6.29K	﹤0.01%	402
2025 Q2	$346	Buy	19 +3	+19%	+$40	﹤0.01%	575
2025 Q1	$187	Buy	16 +8	+100%	+$115	﹤0.01%	625
2024 Q4	$124	Buy	+8	New	+$104	﹤0.01%	645
2024 Q1	–	Sell	-12	Closed	-$120	–	578
2023 Q4	$120	Sell	12 -38	-76%	-$302	﹤0.01%	454
2023 Q3	$400	Hold	50	–	–	﹤0.01%	437
2023 Q2	$417	Hold	50	–	–	﹤0.01%	418
2023 Q1	$304	Hold	50	–	–	﹤0.01%	432
2022 Q4	$230	Hold	50	–	–	﹤0.01%	475
2022 Q3	$0	Hold	50	–	–	﹤0.01%	498
2022 Q2	$0	Hold	50	–	–	﹤0.01%	739
2022 Q1	$0	Hold	50	–	–	﹤0.01%	835
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	741
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	725
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	739
2021 Q1	$1K	Buy	+50	New	+$987	﹤0.01%	709

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Tradewinds Capital Management's SOFI Position: Q2 2026 in Review

Tradewinds Capital Management reduced its SoFi Technologies (SOFI) stake by 92% in Q2 2026, selling an estimated $4.49K and leaving 23 shares worth $413. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Tradewinds Capital Management first reported a position in SOFI in Q1 2021 and has held it in 19 quarters since. The position peaked at $7.5K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Tradewinds Capital Management held 23 shares of SoFi Technologies worth $413 as of Q2 2026.
Tradewinds Capital Management sold 265 SoFi Technologies shares in Q2 2026, an estimated $4.49K.
SoFi Technologies made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #654 holding.
Tradewinds Capital Management first reported a position in SoFi Technologies in Q1 2021 and has held it in 19 quarters since.
Tradewinds Capital Management's SoFi Technologies position peaked at $7.5K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.