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Trueblood Wealth Management’s SoFi Technologies SOFI Stock Holding History

Trueblood Wealth 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 		$547K Buy
30,520
+16,430
+117% +$278K 0.19% 151
2026
Q1 		$224K Buy
14,090
+4,000
+40% +$84.3K 0.09% 243
2025
Q4 		$264K Buy
10,090
+90
+0.9% +$2.51K 0.1% 210
2025
Q3 		$264K Buy
+10,000
New +$237K 0.1% 218
2025
Q1 		– Sell
-28,824
Closed -$444K – 239
2024
Q4 		$444K Hold
28,824
– – 0.22% 144
2024
Q3 		$227K Buy
28,824
+6,721
+30% +$48.9K 0.11% 204
2024
Q2 		$146K Hold
22,103
– – 0.08% 217
2024
Q1 		$161K Buy
22,103
+6,426
+41% +$51K 0.09% 221
2023
Q4 		$156K Buy
+15,677
New +$125K 0.1% 206

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

Trueblood Wealth Management's SOFI Position: Q2 2026 in Review

Trueblood Wealth Management increased its SoFi Technologies (SOFI) stake by 117% in Q2 2026, buying an estimated $278K and bringing the position to 30,520 shares worth $547K. The position accounts for 0.19% of the portfolio, ranked #151.

Trueblood Wealth Management first reported a position in SOFI in Q4 2023 and has held it in 9 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Trueblood Wealth Management held 30,520 shares of SoFi Technologies worth $547K as of Q2 2026.
  • Trueblood Wealth Management bought 16,430 SoFi Technologies shares in Q2 2026, an estimated $278K.
  • SoFi Technologies made up 0.19% of Trueblood Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Trueblood Wealth Management first reported a position in SoFi Technologies in Q4 2023 and has held it in 9 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.