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Yousif Capital Management’s SoFi Technologies SOFI Stock Holding History

Yousif Capital 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 		$301K Buy
16,786
+691
+4% +$11.7K ﹤0.01% 1501
2026
Q1 		$256K Buy
16,095
+385
+2% +$8.12K ﹤0.01% 1675
2025
Q4 		$400K Buy
15,710
+2,773
+21% +$77.3K ﹤0.01% 1524
2025
Q3 		$342K Buy
12,937
+1,323
+11% +$31.4K ﹤0.01% 1580
2025
Q2 		$211K Sell
11,614
-1,515
-12% -$20K ﹤0.01% 1805
2025
Q1 		$153K Buy
13,129
+693
+6% +$9.99K ﹤0.01% 1853
2024
Q4 		$192K Buy
12,436
+1,496
+14% +$19.4K ﹤0.01% 1834
2024
Q3 		$86K Buy
10,940
+190
+2% +$1.38K ﹤0.01% 1919
2024
Q2 		$71.1K Buy
10,750
+720
+7% +$5.08K ﹤0.01% 1914
2024
Q1 		$73.2K Buy
+10,030
New +$79.7K ﹤0.01% 1938

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Yousif Capital Management's SOFI Position: Q2 2026 in Review

Yousif Capital Management increased its SoFi Technologies (SOFI) stake by 4.3% in Q2 2026, buying an estimated $11.7K and bringing the position to 16,786 shares worth $301K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Yousif Capital Management first reported a position in SOFI in Q1 2024 and has held it in 10 quarters since. The position peaked at $400K in Q4 2025. 243 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Yousif Capital Management held 16,786 shares of SoFi Technologies worth $301K as of Q2 2026.
  • Yousif Capital Management bought 691 SoFi Technologies shares in Q2 2026, an estimated $11.7K.
  • SoFi Technologies made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1501 holding.
  • Yousif Capital Management first reported a position in SoFi Technologies in Q1 2024 and has held it in 10 quarters since.
  • Yousif Capital Management's SoFi Technologies position peaked at $400K in Q4 2025.
  • 243 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.