TS Financial Group (TSFG)’s SoFi Technologies SOFI Stock Holding History

TS Financial Group (TSFG)’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	$8K	Hold	442	–	–	﹤0.01%	644
2026 Q1	$7K	Hold	442	–	–	﹤0.01%	634
2025 Q4	$12K	Hold	442	–	–	﹤0.01%	548
2025 Q3	$12K	Hold	442	–	–	﹤0.01%	554
2025 Q2	$8K	Hold	442	–	–	﹤0.01%	583
2025 Q1	$5K	Buy	442 +69	+18%	+$994	﹤0.01%	632
2024 Q4	$6K	Hold	373	–	–	﹤0.01%	554
2024 Q3	$3K	Hold	373	–	–	﹤0.01%	662
2024 Q2	$2K	Hold	373	–	–	﹤0.01%	690
2024 Q1	$3K	Hold	373	–	–	﹤0.01%	631
2023 Q4	$4K	Sell	373 -100	-21%	-$795	﹤0.01%	656
2023 Q3	$4K	Hold	473	–	–	﹤0.01%	718
2023 Q2	$4K	Hold	473	–	–	﹤0.01%	711
2023 Q1	$3K	Hold	473	–	–	﹤0.01%	769
2022 Q4	$2K	Sell	473 -398	-46%	-$1.97K	﹤0.01%	850
2022 Q3	$4K	Hold	871	–	–	﹤0.01%	686
2022 Q2	$5K	Buy	+871	New	+$5.89K	﹤0.01%	655
2022 Q1	–	Sell	-100	Closed	-$2K	–	1006
2021 Q4	$2K	Buy	+100	New	+$1.83K	﹤0.01%	784

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

TS Financial Group (TSFG)'s SOFI Position: Q2 2026 in Review

TS Financial Group (TSFG) held its SoFi Technologies (SOFI) position steady in Q2 2026 at 442 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

TS Financial Group (TSFG) first reported a position in SOFI in Q4 2021 and has held it in 18 quarters since. The position peaked at $12K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

TS Financial Group (TSFG) held 442 shares of SoFi Technologies worth $8K as of Q2 2026.
TS Financial Group (TSFG) left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up ﹤0.01% of TS Financial Group (TSFG)'s portfolio in Q2 2026, its #644 holding.
TS Financial Group (TSFG) first reported a position in SoFi Technologies in Q4 2021 and has held it in 18 quarters since.
TS Financial Group (TSFG)'s SoFi Technologies position peaked at $12K in Q4 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2026, filed 23 Jul 2026.