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Whitney & Co’s SoFi Technologies SOFI Stock Holding History

Whitney & Co’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 		$295K Buy
16,470
+885
+6% +$15K 0.02% 152
2026
Q1 		$247K Buy
15,585
+275
+2% +$5.8K 0.02% 155
2025
Q4 		$401K Buy
15,310
+200
+1% +$5.57K 0.03% 132
2025
Q3 		$399K Hold
15,110
– – 0.04% 99
2025
Q2 		$275K Buy
+15,110
New +$199K 0.03% 117

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

Whitney & Co's SOFI Position: Q2 2026 in Review

Whitney & Co increased its SoFi Technologies (SOFI) stake by 5.7% in Q2 2026, buying an estimated $15K and bringing the position to 16,470 shares worth $295K. The position accounts for 0.02% of the portfolio, ranked #152.

Whitney & Co first reported a position in SOFI in Q2 2025 and has held it in 5 quarters since. The position peaked at $401K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Whitney & Co held 16,470 shares of SoFi Technologies worth $295K as of Q2 2026.
  • Whitney & Co bought 885 SoFi Technologies shares in Q2 2026, an estimated $15K.
  • SoFi Technologies made up 0.02% of Whitney & Co's portfolio in Q2 2026, its #152 holding.
  • Whitney & Co first reported a position in SoFi Technologies in Q2 2025 and has held it in 5 quarters since.
  • Whitney & Co's SoFi Technologies position peaked at $401K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Whitney & Co's 13F filing for Q2 2026, filed 28 Jul 2026.