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Vermillion Wealth Management’s SoFi Technologies SOFI Stock Holding History

Vermillion Wealth 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 		$4.88K Buy
272
+244
+871% +$4.13K ﹤0.01% 1369
2026
Q1 		$445 Sell
28
-972
-97% -$20.5K ﹤0.01% 1058
2025
Q4 		$26.2K Buy
1,000
+739
+283% +$20.6K 0.01% 263
2025
Q3 		$6.9K Hold
261
– – ﹤0.01% 1238
2025
Q2 		$4.75K Hold
261
– – ﹤0.01% 400
2025
Q1 		$3.04K Buy
+261
New +$3.76K ﹤0.01% 1153

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

Vermillion Wealth Management's SOFI Position: Q2 2026 in Review

Vermillion Wealth Management increased its SoFi Technologies (SOFI) stake by 871% in Q2 2026, buying an estimated $4.13K and bringing the position to 272 shares worth $4.88K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Vermillion Wealth Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.2K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Vermillion Wealth Management held 272 shares of SoFi Technologies worth $4.88K as of Q2 2026.
  • Vermillion Wealth Management bought 244 SoFi Technologies shares in Q2 2026, an estimated $4.13K.
  • SoFi Technologies made up ﹤0.01% of Vermillion Wealth Management's portfolio in Q2 2026, its #1369 holding.
  • Vermillion Wealth Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Vermillion Wealth Management's SoFi Technologies position peaked at $26.2K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.