Treasurer of the State of North Carolina
SOFI icon

Treasurer of the State of North Carolina’s SoFi Technologies SOFI Stock Holding History

Treasurer of the State of North Carolina’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 		$9.64M Buy
537,667
+18,550
+4% +$314K 0.02% 494
2026
Q1 		$8.24M Buy
519,117
+11,057
+2% +$233K 0.03% 474
2025
Q4 		$13.3M Sell
508,060
-1,154
-0.2% -$32.2K 0.04% 352
2025
Q3 		$13.5M Buy
509,214
+12,528
+3% +$297K 0.04% 361
2025
Q2 		$9.04M Buy
496,686
+7,889
+2% +$104K 0.03% 474
2025
Q1 		$5.68M Buy
488,797
+23,880
+5% +$344K 0.02% 552
2024
Q4 		$7.16M Buy
464,917
+14,700
+3% +$191K 0.03% 501
2024
Q3 		$3.54M Buy
450,217
+1,840
+0.4% +$13.4K 0.01% 712
2024
Q2 		$2.96M Buy
448,377
+23,848
+6% +$168K 0.01% 754
2024
Q1 		$3.1M Sell
424,529
-2,267
-0.5% -$18K 0.01% 743
2023
Q4 		$4.25M Buy
426,796
+23,917
+6% +$190K 0.02% 613
2023
Q3 		$3.22M Buy
402,879
+2,040
+0.5% +$17.9K 0.02% 677
2023
Q2 		$3.34M Buy
400,839
+48,630
+14% +$317K 0.02% 671
2023
Q1 		$2.14M Buy
352,209
+2,510
+0.7% +$15.2K 0.01% 796
2022
Q4 		$1.61M Buy
349,699
+9,000
+3% +$44.6K 0.01% 859
2022
Q3 		$1.66M Buy
340,699
+4,390
+1% +$27.8K 0.01% 842
2022
Q2 		$1.77M Buy
+336,309
New +$2.27M 0.01% 852

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

Treasurer of the State of North Carolina's SOFI Position: Q2 2026 in Review

Treasurer of the State of North Carolina increased its SoFi Technologies (SOFI) stake by 3.6% in Q2 2026, buying an estimated $314K and bringing the position to 537,667 shares worth $9.64M. The position accounts for 0.02% of the portfolio, ranked #494.

Treasurer of the State of North Carolina first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $13.5M in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Treasurer of the State of North Carolina held 537,667 shares of SoFi Technologies worth $9.64M as of Q2 2026.
  • Treasurer of the State of North Carolina bought 18,550 SoFi Technologies shares in Q2 2026, an estimated $314K.
  • SoFi Technologies made up 0.02% of Treasurer of the State of North Carolina's portfolio in Q2 2026, its #494 holding.
  • Treasurer of the State of North Carolina first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Treasurer of the State of North Carolina's SoFi Technologies position peaked at $13.5M in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Treasurer of the State of North Carolina's 13F filing for Q2 2026, filed 14 Aug 2026.