Warm Springs Advisors’s SoFi Technologies SOFI Stock Holding History

Warm Springs Advisors’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	$3.59M	Buy	200,000 +40,000	+25%	+$678K	2.48%	13
2026 Q1	$2.54M	Hold	160,000	–	–	2.16%	17
2025 Q4	$4.19M	Hold	160,000	–	–	3.24%	10
2025 Q3	$4.23M	Hold	160,000	–	–	3.21%	10
2025 Q2	$2.91M	Hold	160,000	–	–	2.5%	16
2025 Q1	$1.86M	Hold	160,000	–	–	1.87%	20
2024 Q4	$2.46M	Buy	+160,000	New	+$2.08M	2.29%	12

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Warm Springs Advisors's SOFI Position: Q2 2026 in Review

Warm Springs Advisors increased its SoFi Technologies (SOFI) stake by 25% in Q2 2026, buying an estimated $678K and bringing the position to 200,000 shares worth $3.59M. The position accounts for 2.48% of the portfolio, ranked #13.

Warm Springs Advisors first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.23M in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Warm Springs Advisors held 200,000 shares of SoFi Technologies worth $3.59M as of Q2 2026.
Warm Springs Advisors bought 40,000 SoFi Technologies shares in Q2 2026, an estimated $678K.
SoFi Technologies made up 2.48% of Warm Springs Advisors's portfolio in Q2 2026, its #13 holding.
Warm Springs Advisors first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
Warm Springs Advisors's SoFi Technologies position peaked at $4.23M in Q3 2025.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Warm Springs Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.