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Vision Retirement’s SoFi Technologies SOFI Stock Holding History

Vision Retirement’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 		$39.8K Hold
2,220
– – 0.01% 259
2026
Q1 		$35.3K Hold
2,220
– – 0.01% 256
2025
Q4 		$58.1K Buy
+2,220
New +$61.9K 0.02% 211

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 Retirement's SOFI Position: Q2 2026 in Review

Vision Retirement held its SoFi Technologies (SOFI) position steady in Q2 2026 at 2,220 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #259.

Vision Retirement first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $58.1K in Q4 2025. 867 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Vision Retirement held 2,220 shares of SoFi Technologies worth $39.8K as of Q2 2026.
  • Vision Retirement left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #259 holding.
  • Vision Retirement first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's SoFi Technologies position peaked at $58.1K in Q4 2025.
  • 867 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.