TrueFG’s SoFi Technologies SOFI Stock Holding History

TrueFG’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 Q3	$253K	Hold	16,125	–	–	0.06%	61
2026 Q2	$289K	Hold	16,125	–	–	0.07%	59
2026 Q1	$256K	Sell	16,125 -175	-1%	-$3.69K	0.07%	58
2025 Q4	$427K	Hold	16,300	–	–	0.11%	45
2025 Q3	$431K	Hold	16,300	–	–	0.12%	41
2025 Q2	$297K	Hold	16,300	–	–	0.09%	44
2025 Q1	$190K	Hold	16,300	–	–	0.06%	48
2024 Q4	$251K	Hold	16,300	–	–	0.08%	46
2024 Q3	$128K	Buy	16,300 +1,000	+7%	+$7.27K	0.04%	51
2024 Q2	$101K	Buy	15,300 +1,500	+11%	+$10.6K	0.04%	48
2024 Q1	$101K	Buy	13,800 +850	+7%	+$6.75K	0.04%	47
2023 Q4	$129K	Hold	12,950	–	–	0.05%	44
2023 Q3	$103K	Buy	12,950 +150	+1%	+$1.32K	0.04%	39
2023 Q2	$107K	Buy	+12,800	New	+$83.4K	0.05%	38

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

SWCM

Sullivan Wood Capital Management Washington, District of Columbia $65.2M AUM 11.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

TrueFG's SOFI Position: Q3 2026 in Review

TrueFG held its SoFi Technologies (SOFI) position steady in Q3 2026 at 16,125 shares worth $253K. The position accounts for 0.06% of the portfolio, ranked #61.

TrueFG first reported a position in SOFI in Q2 2023 and has held it in 14 quarters since. The position peaked at $431K in Q3 2025. 118 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

TrueFG held 16,125 shares of SoFi Technologies worth $253K as of Q3 2026.
TrueFG left its SoFi Technologies share count unchanged in Q3 2026.
SoFi Technologies made up 0.06% of TrueFG's portfolio in Q3 2026, its #61 holding.
TrueFG first reported a position in SoFi Technologies in Q2 2023 and has held it in 14 quarters since.
TrueFG's SoFi Technologies position peaked at $431K in Q3 2025.
118 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on TrueFG's 13F filing for Q3 2026, filed 14 Oct 2026.