Tucker Asset Management’s SoFi Technologies SOFI Stock Holding History

Tucker Asset 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	$225K	Sell	12,527 -3,305	-21%	-$56K	0.06%	154
2026 Q1	$251K	Sell	15,832 -145	-0.9%	-$3.06K	0.08%	107
2025 Q4	$418K	Sell	15,977 -604	-4%	-$16.8K	0.12%	43
2025 Q3	$438K	Sell	16,581 -619	-4%	-$14.7K	0.13%	46
2025 Q2	$313K	Buy	17,200 +2,121	+14%	+$28K	0.1%	59
2025 Q1	$175K	Buy	15,079 +769	+5%	+$11.1K	0.06%	105
2024 Q4	$220K	Buy	14,310 +12,967	+966%	+$168K	0.02%	124
2024 Q3	$10.6K	Buy	1,343 +1,205	+873%	+$8.76K	﹤0.01%	690
2024 Q2	$912	Hold	138	–	–	﹤0.01%	1462
2024 Q1	$1.01K	Buy	138 +118	+590%	+$937	﹤0.01%	1434
2023 Q4	$199	Sell	20 -10,038	-100%	-$79.8K	﹤0.01%	1371
2023 Q3	$80.4K	Buy	10,058 +9,958	+9,958%	+$87.6K	0.02%	248
2023 Q2	$834	Buy	+100	New	+$652	﹤0.01%	993
2022 Q3	–	Sell	-156	Closed	-$822	–	900
2022 Q2	$822	Hold	156	–	–	﹤0.01%	550
2022 Q1	$1.47K	Buy	+156	New	+$1.79K	﹤0.01%	464

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

Tucker Asset Management's SOFI Position: Q2 2026 in Review

Tucker Asset Management reduced its SoFi Technologies (SOFI) stake by 21% in Q2 2026, selling an estimated $56K and leaving 12,527 shares worth $225K. The position accounts for 0.06% of the portfolio, ranked #154.

Tucker Asset Management first reported a position in SOFI in Q1 2022 and has held it in 15 quarters since. The position peaked at $438K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Tucker Asset Management held 12,527 shares of SoFi Technologies worth $225K as of Q2 2026.
Tucker Asset Management sold 3,305 SoFi Technologies shares in Q2 2026, an estimated $56K.
SoFi Technologies made up 0.06% of Tucker Asset Management's portfolio in Q2 2026, its #154 holding.
Tucker Asset Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 15 quarters since.
Tucker Asset Management's SoFi Technologies position peaked at $438K in Q3 2025.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.