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Venture Visionary Partners’s SoFi Technologies SOFI Stock Holding History

Venture Visionary Partners’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 		$2.27M Buy
+126,356
New +$2.14M 0.06% 231
2026
Q1 		– Sell
-8,392
Closed -$220K – 708
2025
Q4 		$220K Sell
8,392
-2,084
-20% -$58.1K 0.01% 590
2025
Q3 		$277K Buy
+10,476
New +$249K 0.01% 519
2024
Q2 		– Sell
-55,833
Closed -$408K – 582
2024
Q1 		$408K Buy
55,833
+15,901
+40% +$126K 0.02% 415
2023
Q4 		$397K Sell
39,932
-147,285
-79% -$1.17M 0.02% 394
2023
Q3 		$1.5M Sell
187,217
-3,092
-2% -$27.2K 0.09% 194
2023
Q2 		$1.59M Sell
190,309
-15,505
-8% -$101K 0.09% 184
2023
Q1 		$1.25M Buy
205,814
+53,065
+35% +$322K 0.08% 204
2022
Q4 		$704K Buy
+152,749
New +$758K 0.05% 266
2022
Q3 		– Sell
-4,100
Closed -$21.6K – 1373
2022
Q2 		$21.6K Buy
+4,100
New +$27.7K ﹤0.01% 1009
2022
Q1 		– Sell
-61,072
Closed -$965K – 535
2021
Q4 		$965K Buy
61,072
+19,515
+47% +$358K 0.06% 231
2021
Q3 		$660K Buy
+41,557
New +$651K 0.05% 280

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

Venture Visionary Partners's SOFI Position: Q2 2026 in Review

Venture Visionary Partners opened a new position in SoFi Technologies (SOFI) in Q2 2026: 126,356 shares worth $2.27M. The stake represents 0.06% of the portfolio and ranks #231 among its holdings. This is a return to the name: Venture Visionary Partners previously reported a position in SOFI as recently as Q4 2025.

Venture Visionary Partners first reported a position in SOFI in Q3 2021 and has held it in 12 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Venture Visionary Partners held 126,356 shares of SoFi Technologies worth $2.27M as of Q2 2026.
  • SoFi Technologies was a new Venture Visionary Partners position in Q2 2026.
  • SoFi Technologies made up 0.06% of Venture Visionary Partners's portfolio in Q2 2026, its #231 holding.
  • Venture Visionary Partners first reported a position in SoFi Technologies in Q3 2021 and has held it in 12 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.