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Zullo Investment Group’s SoFi Technologies SOFI Stock Holding History

Zullo Investment Group’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 		– Sell
-10,324
Closed -$164K – 166
2026
Q1 		$164K Buy
10,324
+610
+6% +$12.9K 0.06% 154
2025
Q4 		$254K Buy
9,714
+714
+8% +$19.9K 0.09% 131
2025
Q3 		$238K Buy
+9,000
New +$214K 0.09% 140
2024
Q2 		– Sell
-16,500
Closed -$120K – 158
2024
Q1 		$120K Sell
16,500
-1,750
-10% -$13.9K 0.06% 151
2023
Q4 		$182K Sell
18,250
-2,000
-10% -$15.9K 0.09% 143
2023
Q3 		$162K Buy
20,250
+1,000
+5% +$8.79K 0.09% 135
2023
Q2 		$161K Sell
19,250
-2,600
-12% -$16.9K 0.09% 136
2023
Q1 		$133K Sell
21,850
-2,950
-12% -$17.9K 0.08% 135
2022
Q4 		$114K Buy
24,800
+1,725
+7% +$8.55K 0.07% 191
2022
Q3 		$113K Buy
23,075
+800
+4% +$5.06K 0.07% 191
2022
Q2 		$117K Buy
22,275
+350
+2% +$2.37K 0.07% 188
2022
Q1 		$207K Buy
21,925
+7,125
+48% +$81.8K 0.11% 147
2021
Q4 		$234K Buy
+14,800
New +$272K 0.12% 144

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

Zullo Investment Group's SOFI Position: Q2 2026 in Review

Zullo Investment Group sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 10,324 shares — an estimated $164K sold.

Zullo Investment Group first reported a position in SOFI in Q4 2021 and held it in 13 quarters. The position peaked at $254K in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Zullo Investment Group reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Zullo Investment Group sold 10,324 SoFi Technologies shares in Q2 2026, an estimated $164K.
  • Zullo Investment Group first reported a position in SoFi Technologies in Q4 2021 and held it in 13 quarters.
  • Zullo Investment Group's SoFi Technologies position peaked at $254K in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Zullo Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.