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Vise Technologies’s SoFi Technologies SOFI Stock Holding History

Vise Technologies’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 		$952K Buy
53,069
+16,539
+45% +$280K 0.01% 820
2026
Q1 		$956K Hold
36,530
– – 0.02% 602
2025
Q4 		$956K Buy
36,530
+18,782
+106% +$523K 0.02% 606
2025
Q3 		$469K Sell
17,748
-21,283
-55% -$505K 0.02% 690
2025
Q2 		$711K Buy
+39,031
New +$515K 0.03% 526

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

Vise Technologies's SOFI Position: Q2 2026 in Review

Vise Technologies increased its SoFi Technologies (SOFI) stake by 45% in Q2 2026, buying an estimated $280K and bringing the position to 53,069 shares worth $952K. The position accounts for 0.01% of the portfolio, ranked #820.

Vise Technologies first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $956K in Q1 2026. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Vise Technologies held 53,069 shares of SoFi Technologies worth $952K as of Q2 2026.
  • Vise Technologies bought 16,539 SoFi Technologies shares in Q2 2026, an estimated $280K.
  • SoFi Technologies made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #820 holding.
  • Vise Technologies first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Vise Technologies's SoFi Technologies position peaked at $956K in Q1 2026.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.