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Westside Investment Management’s SoFi Technologies SOFI Stock Holding History

Westside Investment Management’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 		$64.5K Buy
3,600
+100
+3% +$1.69K 0.01% 524
2026
Q1 		$55.5K Buy
3,500
+200
+6% +$4.22K 0.01% 538
2025
Q4 		$89.6K Hold
3,300
– – 0.01% 412
2025
Q3 		$85.5K Hold
3,300
– – 0.01% 420
2025
Q2 		$58.7K Sell
3,300
-250
-7% -$3.3K 0.01% 432
2025
Q1 		$42K Buy
3,550
+250
+8% +$3.6K 0.01% 426
2024
Q4 		$50.8K Sell
3,300
-200
-6% -$2.6K 0.01% 404
2024
Q3 		$25.8K Hold
3,500
– – 0.01% 523
2024
Q2 		$23.1K Hold
3,500
– – 0.01% 523
2024
Q1 		$25.4K Buy
3,500
+400
+13% +$3.18K 0.01% 486
2023
Q4 		$30.8K Buy
3,100
+1,500
+94% +$11.9K 0.01% 432
2023
Q3 		$12.8K Hold
1,600
– – ﹤0.01% 549
2023
Q2 		$13.5K Sell
1,600
-100
-6% -$652 ﹤0.01% 541
2023
Q1 		$10.3K Sell
1,700
-450
-21% -$2.73K ﹤0.01% 581
2022
Q4 		$5 Buy
2,150
+1,200
+126% +$5.95K ﹤0.01% 702
2022
Q3 		$4 Hold
950
– – ﹤0.01% 714
2022
Q2 		$5 Buy
+950
New +$6.42K ﹤0.01% 690
2022
Q1 		– Sell
-200
Closed -$3 – 810
2021
Q4 		$3 Hold
200
– – ﹤0.01% 727
2021
Q3 		$3 Hold
200
– – ﹤0.01% 708
2021
Q2 		$3 Hold
200
– – ﹤0.01% 698
2021
Q1 		$3 Buy
+200
New +$3.95K ﹤0.01% 678

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

Westside Investment Management's SOFI Position: Q2 2026 in Review

Westside Investment Management increased its SoFi Technologies (SOFI) stake by 2.9% in Q2 2026, buying an estimated $1.69K and bringing the position to 3,600 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #524.

Westside Investment Management first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $89.6K in Q4 2025. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Westside Investment Management held 3,600 shares of SoFi Technologies worth $64.5K as of Q2 2026.
  • Westside Investment Management bought 100 SoFi Technologies shares in Q2 2026, an estimated $1.69K.
  • SoFi Technologies made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #524 holding.
  • Westside Investment Management first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • Westside Investment Management's SoFi Technologies position peaked at $89.6K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.