Clean Yield Group

SEC CIK: 0001525865
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

SOFI holding history

SoFi Technologies, Inc. in every 13F filed by Clean Yield Group, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SOFI overview All 13F holders of SOFI Full Q2 2026 holdings

Shares (Q2 2026): 102,471
Value: $1.84M
% of portfolio: 0.5%
Quarters held: 3; Since Q4 2025

Holdings of SOFI by Clean Yield Group, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	102,471	$1.84M	0.5%	+4,038+4.1%	Added	Holders
Q1 2026	98,433	$1.56M	0.4%	+63,817+184.4%	Added	Holders
Q4 2025	34,616	$906.2K	0.3%	+34,616	New	Holders