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Well Done LLC’s SoFi Technologies SOFI Stock Holding History

Well Done LLC’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 		$5.13M Buy
285,900
+33,800
+13% +$573K 0.69% 34
2026
Q1 		$4M Sell
252,100
-694
-0.3% -$14.6K 0.59% 40
2025
Q4 		$6.62M Sell
252,794
-601
-0.2% -$16.7K 0.99% 28
2025
Q3 		$6.69M Sell
253,395
-305
-0.1% -$7.24K 1.14% 19
2025
Q2 		$4.62M Buy
253,700
+29,700
+13% +$392K 0.87% 29
2025
Q1 		$3.45M Sell
224,000
-580
-0.3% -$8.36K 0.63% 38
2024
Q4 		$1.77M Hold
224,580
– – 0.32% 49
2024
Q3 		$1.77M Sell
224,580
-721
-0.3% -$5.24K 0.32% 49
2024
Q2 		$1.49M Buy
225,301
+41,383
+23% +$292K 0.31% 51
2024
Q1 		$1.34M Buy
183,918
+11,065
+6% +$87.9K 0.26% 56
2023
Q4 		$1.72M Hold
172,853
– – 0.34% 50
2023
Q3 		$1.38M Buy
172,853
+78,692
+84% +$692K 0.31% 53
2023
Q2 		$785K Hold
94,161
– – 0.17% 78
2023
Q1 		$572K Buy
94,161
+81,446
+641% +$494K 0.12% 89
2022
Q4 		$58.6K Buy
12,715
+10
+0.1% +$50 0.01% 182
2022
Q3 		$62K Hold
12,705
– – 0.02% 164
2022
Q2 		$67K Hold
12,705
– – 0.01% 172
2022
Q1 		$120K Hold
12,705
– – 0.02% 192
2021
Q4 		$201K Buy
+12,705
New +$233K 0.04% 180

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

Well Done LLC's SOFI Position: Q2 2026 in Review

Well Done LLC increased its SoFi Technologies (SOFI) stake by 13% in Q2 2026, buying an estimated $573K and bringing the position to 285,900 shares worth $5.13M. The position accounts for 0.69% of the portfolio, ranked #34.

Well Done LLC first reported a position in SOFI in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.69M in Q3 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Well Done LLC held 285,900 shares of SoFi Technologies worth $5.13M as of Q2 2026.
  • Well Done LLC bought 33,800 SoFi Technologies shares in Q2 2026, an estimated $573K.
  • SoFi Technologies made up 0.69% of Well Done LLC's portfolio in Q2 2026, its #34 holding.
  • Well Done LLC first reported a position in SoFi Technologies in Q4 2021 and has held it in 19 quarters since.
  • Well Done LLC's SoFi Technologies position peaked at $6.69M in Q3 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Well Done LLC's 13F filing for Q2 2026, filed 24 Jul 2026.