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Victory Financial Group’s SoFi Technologies SOFI Stock Holding History

Victory Financial Group’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 		$739K Buy
41,188
+6,515
+19% +$110K 0.08% 167
2026
Q1 		$551K Buy
34,673
+3,592
+12% +$75.7K 0.07% 185
2025
Q4 		$814K Sell
31,081
-22,405
-42% -$624K 0.1% 131
2025
Q3 		$1.41M Buy
+53,486
New +$1.27M 0.19% 67

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

Victory Financial Group's SOFI Position: Q2 2026 in Review

Victory Financial Group increased its SoFi Technologies (SOFI) stake by 19% in Q2 2026, buying an estimated $110K and bringing the position to 41,188 shares worth $739K. The position accounts for 0.08% of the portfolio, ranked #167.

Victory Financial Group first reported a position in SOFI in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.41M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Victory Financial Group held 41,188 shares of SoFi Technologies worth $739K as of Q2 2026.
  • Victory Financial Group bought 6,515 SoFi Technologies shares in Q2 2026, an estimated $110K.
  • SoFi Technologies made up 0.08% of Victory Financial Group's portfolio in Q2 2026, its #167 holding.
  • Victory Financial Group first reported a position in SoFi Technologies in Q3 2025 and has held it in 4 quarters since.
  • Victory Financial Group's SoFi Technologies position peaked at $1.41M in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.