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Westmount Partners’s SoFi Technologies SOFI Stock Holding History

Westmount Partners’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 		$315K Sell
17,574
-1,000
-5% -$16.9K 0.07% 204
2026
Q1 		$295K Buy
+18,574
New +$392K 0.07% 206

Other funds holding SOFI

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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

Westmount Partners's SOFI Position: Q2 2026 in Review

Westmount Partners reduced its SoFi Technologies (SOFI) stake by 5.4% in Q2 2026, selling an estimated $16.9K and leaving 17,574 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #204.

Westmount Partners first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Westmount Partners held 17,574 shares of SoFi Technologies worth $315K as of Q2 2026.
  • Westmount Partners sold 1,000 SoFi Technologies shares in Q2 2026, an estimated $16.9K.
  • SoFi Technologies made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #204 holding.
  • Westmount Partners first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.