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SOFI icon

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
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

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

TrueFG's SOFI Position: Q2 2026 in Review

TrueFG held its SoFi Technologies (SOFI) position steady in Q2 2026 at 16,125 shares worth $289K. The position accounts for 0.07% of the portfolio, ranked #59.

TrueFG first reported a position in SOFI in Q2 2023 and has held it in 13 quarters since. The position peaked at $431K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • TrueFG held 16,125 shares of SoFi Technologies worth $289K as of Q2 2026.
  • TrueFG left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.07% of TrueFG's portfolio in Q2 2026, its #59 holding.
  • TrueFG first reported a position in SoFi Technologies in Q2 2023 and has held it in 13 quarters since.
  • TrueFG's SoFi Technologies position peaked at $431K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TrueFG's 13F filing for Q2 2026, filed 16 Jul 2026.