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Abound Wealth Management’s SoFi Technologies SOFI Stock Holding History

Abound Wealth 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 		$159K Hold
8,893
– – 0.03% 117
2026
Q1 		$141K Buy
8,893
+7,833
+739% +$165K 0.03% 117
2025
Q4 		$27.8K Buy
1,060
+200
+23% +$5.57K 0.01% 310
2025
Q3 		$22.7K Hold
860
– – 0.01% 331
2025
Q2 		$15.7K Buy
860
+735
+588% +$9.69K ﹤0.01% 369
2025
Q1 		$1.45K Buy
+125
New +$1.8K ﹤0.01% 730
2024
Q1 		– Sell
-107
Closed -$1.06K – 1389
2023
Q4 		$1.06K Buy
+107
New +$850 ﹤0.01% 763

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

Abound Wealth Management's SOFI Position: Q2 2026 in Review

Abound Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 8,893 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #117.

Abound Wealth Management first reported a position in SOFI in Q4 2023 and has held it in 7 quarters since. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Abound Wealth Management held 8,893 shares of SoFi Technologies worth $159K as of Q2 2026.
  • Abound Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.03% of Abound Wealth Management's portfolio in Q2 2026, its #117 holding.
  • Abound Wealth Management first reported a position in SoFi Technologies in Q4 2023 and has held it in 7 quarters since.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.