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Yarbrough Capital’s SoFi Technologies SOFI Stock Holding History

Yarbrough Capital’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
Q3 		$4.32M Buy
+274,612
New +$4.83M 0.12% 52
2023
Q1 		– Sell
-1,000
Closed -$4.61K – 237
2022
Q4 		$4.61K Buy
+1,000
New +$4.96K ﹤0.01% 215
2022
Q2 		– Sell
-26,000
Closed -$246K – 208
2022
Q1 		$246K Buy
+26,000
New +$299K 0.01% 196

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
State of Michigan Retirement System
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 32.98% 1-Year Est. Return
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Portman Square Capital
Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Laurion Capital Management
Laurion Capital Management New York $6.21B AUM 32.28% 1-Year Est. Return

Yarbrough Capital's SOFI Position: Q3 2026 in Review

Yarbrough Capital opened a new position in SoFi Technologies (SOFI) in Q3 2026: 274,612 shares worth $4.32M. The stake represents 0.12% of the portfolio and ranks #52 among its holdings. This is a return to the name: Yarbrough Capital previously reported a position in SOFI as recently as Q4 2022.

Yarbrough Capital first reported a position in SOFI in Q1 2022 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Yarbrough Capital held 274,612 shares of SoFi Technologies worth $4.32M as of Q3 2026.
  • SoFi Technologies was a new Yarbrough Capital position in Q3 2026.
  • SoFi Technologies made up 0.12% of Yarbrough Capital's portfolio in Q3 2026, its #52 holding.
  • Yarbrough Capital first reported a position in SoFi Technologies in Q1 2022 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Yarbrough Capital's 13F filing for Q3 2026, filed 19 Oct 2026.