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Acorn Financial Advisory Services’s SoFi Technologies SOFI Stock Holding History

Acorn Financial Advisory Services’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 		$257K Sell
14,342
-110
-0.8% -$1.86K 0.03% 186
2026
Q1 		$229K Sell
14,452
-117,049
-89% -$2.47M 0.03% 193
2025
Q4 		$3.44M Sell
131,501
-1,248
-0.9% -$34.8K 0.51% 27
2025
Q3 		$3.51M Sell
132,749
-1,717
-1% -$40.7K 0.54% 25
2025
Q2 		$2.45M Sell
134,466
-623
-0.5% -$8.22K 0.4% 31
2025
Q1 		$1.57M Sell
135,089
-6,296
-4% -$90.7K 0.28% 42
2024
Q4 		$2.18M Buy
141,385
+298
+0.2% +$3.87K 0.36% 38
2024
Q3 		$1.11M Sell
141,087
-16,853
-11% -$122K 0.2% 62
2024
Q2 		$1.04M Sell
157,940
-909
-0.6% -$6.41K 0.19% 61
2024
Q1 		$1.16M Sell
158,849
-1,463
-0.9% -$11.6K 0.22% 63
2023
Q4 		$1.6M Sell
160,312
-321,656
-67% -$2.56M 0.28% 53
2023
Q3 		$3.85M Buy
481,968
+49,550
+11% +$436K 0.69% 20
2023
Q2 		$3.61M Buy
432,418
+68,685
+19% +$448K 0.64% 21
2023
Q1 		$2.21M Buy
363,733
+147,201
+68% +$893K 0.43% 26
2022
Q4 		$998K Sell
216,532
-25,124
-10% -$125K 0.21% 68
2022
Q3 		$1.18M Buy
241,656
+56,984
+31% +$361K 0.28% 55
2022
Q2 		$973K Sell
184,672
-251,705
-58% -$1.7M 0.23% 63
2022
Q1 		$4.12M Buy
436,377
+6,046
+1% +$69.4K 0.83% 15
2021
Q4 		$6.8M Buy
430,331
+403,803
+1,522% +$7.41M 1.36% 12
2021
Q3 		$421K Buy
+26,528
New +$416K 0.13% 145

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Acorn Financial Advisory Services's SOFI Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its SoFi Technologies (SOFI) stake by 0.76% in Q2 2026, selling an estimated $1.86K and leaving 14,342 shares worth $257K. The position accounts for 0.03% of the portfolio, ranked #186.

Acorn Financial Advisory Services first reported a position in SOFI in Q3 2021 and has held it in 20 quarters since. The position peaked at $6.8M in Q4 2021. 506 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Acorn Financial Advisory Services held 14,342 shares of SoFi Technologies worth $257K as of Q2 2026.
  • Acorn Financial Advisory Services sold 110 SoFi Technologies shares in Q2 2026, an estimated $1.86K.
  • SoFi Technologies made up 0.03% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #186 holding.
  • Acorn Financial Advisory Services first reported a position in SoFi Technologies in Q3 2021 and has held it in 20 quarters since.
  • Acorn Financial Advisory Services's SoFi Technologies position peaked at $6.8M in Q4 2021.
  • 506 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.