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Traynor Capital Management’s SoFi Technologies SOFI Stock Holding History

Traynor 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
2025
Q2 		– Sell
-500
Closed -$5.82K – 301
2025
Q1 		$5.82K Hold
500
– – ﹤0.01% 258
2024
Q4 		$7.7K Sell
500
-1,000
-67% -$13K ﹤0.01% 289
2024
Q3 		$11.8K Hold
1,500
– – ﹤0.01% 276
2024
Q2 		$9.91K Buy
1,500
+1,000
+200% +$7.05K ﹤0.01% 277
2024
Q1 		$3.65K Sell
500
-100
-17% -$794 ﹤0.01% 277
2023
Q4 		$5.97K Hold
600
– – ﹤0.01% 242
2023
Q3 		$4.79K Buy
+600
New +$5.28K ﹤0.01% 224

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

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

Traynor Capital Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 10,636 shares — an estimated $161K sold.

Traynor Capital Management first reported a position in SOFI in Q4 2021 and held it in 17 quarters. The position peaked at $647K in Q4 2025. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Traynor Capital Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Traynor Capital Management sold 10,636 SoFi Technologies shares in Q2 2026, an estimated $161K.
  • Traynor Capital Management first reported a position in SoFi Technologies in Q4 2021 and held it in 17 quarters.
  • Traynor Capital Management's SoFi Technologies position peaked at $647K in Q4 2025.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Traynor Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.