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Truvestments Capital’s SoFi Technologies SOFI Stock Holding History

Truvestments Capital’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 		$538 Sell
30
-206
-87% -$3.49K ﹤0.01% 1072
2026
Q1 		$3.75K Sell
236
-132
-36% -$2.78K ﹤0.01% 926
2025
Q4 		$9.63K Buy
+368
New +$10.3K ﹤0.01% 709
2025
Q3 		– Sell
-51
Closed -$929 – 1111
2025
Q2 		$929 Hold
51
– – ﹤0.01% 882
2025
Q1 		$593 Buy
51
+1
+2% +$14 ﹤0.01% 953
2024
Q4 		$770 Buy
+50
New +$649 ﹤0.01% 934
2024
Q1 		– Sell
-23
Closed -$229 – 854
2023
Q4 		$229 Hold
23
– – ﹤0.01% 766
2023
Q3 		$184 Hold
23
– – ﹤0.01% 665
2023
Q2 		$192 Sell
23
-512
-96% -$3.34K ﹤0.01% 673
2023
Q1 		$3.25K Sell
535
-1,977
-79% -$12K ﹤0.01% 546
2022
Q4 		$11.6K Buy
+2,512
New +$12.5K 0.01% 444

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 $3.38T AUM 44.17% 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

Truvestments Capital's SOFI Position: Q2 2026 in Review

Truvestments Capital reduced its SoFi Technologies (SOFI) stake by 87% in Q2 2026, selling an estimated $3.49K and leaving 30 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #1072.

Truvestments Capital first reported a position in SOFI in Q4 2022 and has held it in 11 quarters since. The position peaked at $11.6K in Q4 2022. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Truvestments Capital held 30 shares of SoFi Technologies worth $538 as of Q2 2026.
  • Truvestments Capital sold 206 SoFi Technologies shares in Q2 2026, an estimated $3.49K.
  • SoFi Technologies made up ﹤0.01% of Truvestments Capital's portfolio in Q2 2026, its #1072 holding.
  • Truvestments Capital first reported a position in SoFi Technologies in Q4 2022 and has held it in 11 quarters since.
  • Truvestments Capital's SoFi Technologies position peaked at $11.6K in Q4 2022.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Truvestments Capital's 13F filing for Q2 2026, filed 12 Aug 2026.