Triumph Capital Management’s SoFi Technologies SOFI Stock Holding History

Triumph 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	$2.79M	Buy	155,460 +15,505	+11%	+$263K	0.5%	43
2026 Q1	$2.22M	Buy	139,955 +15,468	+12%	+$326K	0.45%	47
2025 Q4	$3.26M	Sell	124,487 -2,428	-2%	-$67.7K	0.7%	32
2025 Q3	$3.35M	Buy	126,915 +19,590	+18%	+$465K	0.9%	28
2025 Q2	$1.95M	Buy	107,325 +32,918	+44%	+$434K	0.59%	34
2025 Q1	$865K	Buy	74,407 +4,961	+7%	+$71.5K	0.29%	86
2024 Q4	$1.07M	Sell	69,446 -315,744	-82%	-$4.1M	0.37%	55
2024 Q3	$3.03M	Buy	385,190 +1,736	+0.5%	+$12.6K	1.08%	19
2024 Q2	$2.53M	Buy	383,454 +21,069	+6%	+$149K	0.99%	21
2024 Q1	$2.62M	Buy	362,385 +72,142	+25%	+$573K	1.07%	20
2023 Q4	$2.89M	Buy	290,243 +113,953	+65%	+$906K	1.23%	16
2023 Q3	$1.41M	Buy	176,290 +23,958	+16%	+$211K	0.64%	35
2023 Q2	$1.27M	Sell	152,332 -9,502	-6%	-$61.9K	0.58%	40
2023 Q1	$982K	Sell	161,834 -151,109	-48%	-$916K	0.5%	37
2022 Q4	$1.44M	Buy	312,943 +14,086	+5%	+$69.9K	0.77%	26
2022 Q3	$1.46M	Buy	298,857 +63,897	+27%	+$404K	0.79%	30
2022 Q2	$1.24M	Buy	234,960 +81,175	+53%	+$549K	0.65%	38
2022 Q1	$1.45M	Buy	153,785 +24,469	+19%	+$281K	0.63%	36
2021 Q4	$2.04M	Buy	129,316 +35,045	+37%	+$643K	0.88%	30
2021 Q3	$1.5M	Buy	+94,271	New	+$1.48M	0.7%	33

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

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

Triumph Capital Management increased its SoFi Technologies (SOFI) stake by 11% in Q2 2026, buying an estimated $263K and bringing the position to 155,460 shares worth $2.79M. The position accounts for 0.5% of the portfolio, ranked #43.

Triumph Capital Management first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.35M in Q3 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Triumph Capital Management held 155,460 shares of SoFi Technologies worth $2.79M as of Q2 2026.
Triumph Capital Management bought 15,505 SoFi Technologies shares in Q2 2026, an estimated $263K.
SoFi Technologies made up 0.5% of Triumph Capital Management's portfolio in Q2 2026, its #43 holding.
Triumph Capital Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
Triumph Capital Management's SoFi Technologies position peaked at $3.35M in Q3 2025.
923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.