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Vision Financial Markets’s SoFi Technologies SOFI Stock Holding History

Vision Financial Markets’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 		$7.38K Hold
400
– – 0.01% 272
2026
Q1 		$6.35K Hold
400
– – 0.01% 273
2025
Q4 		$10.5K Hold
400
– – 0.01% 227
2025
Q3 		$10.6K Buy
400
+250
+167% +$5.93K 0.01% 247
2025
Q2 		$2.73K Hold
150
– – ﹤0.01% 312
2025
Q1 		$1.75K Buy
+150
New +$2.16K ﹤0.01% 323

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

Vision Financial Markets's SOFI Position: Q2 2026 in Review

Vision Financial Markets held its SoFi Technologies (SOFI) position steady in Q2 2026 at 400 shares worth $7.38K. The position accounts for 0.01% of the portfolio, ranked #272.

Vision Financial Markets first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $10.6K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Vision Financial Markets held 400 shares of SoFi Technologies worth $7.38K as of Q2 2026.
  • Vision Financial Markets left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Vision Financial Markets's portfolio in Q2 2026, its #272 holding.
  • Vision Financial Markets first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Vision Financial Markets's SoFi Technologies position peaked at $10.6K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.