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1620 Investment Advisors’s SoFi Technologies SOFI Stock Holding History

1620 Investment Advisors’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 		$1.79K Hold
100
– – ﹤0.01% 615
2026
Q1 		$1.59K Buy
+100
New +$2.11K ﹤0.01% 606

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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

1620 Investment Advisors's SOFI Position: Q2 2026 in Review

1620 Investment Advisors held its SoFi Technologies (SOFI) position steady in Q2 2026 at 100 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #615.

1620 Investment Advisors first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 299 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • 1620 Investment Advisors held 100 shares of SoFi Technologies worth $1.79K as of Q2 2026.
  • 1620 Investment Advisors left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of 1620 Investment Advisors's portfolio in Q2 2026, its #615 holding.
  • 1620 Investment Advisors first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 299 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.