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Activest Wealth Management’s SoFi Technologies SOFI Stock Holding History

Activest 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 		$90 Sell
5
-2,341
-100% -$39.7K ﹤0.01% 1249
2026
Q1 		$37.3K Sell
2,346
-115
-5% -$2.42K 0.01% 388
2025
Q4 		$64.4K Buy
2,461
+2,242
+1,024% +$62.5K 0.01% 282
2025
Q3 		$5.79K Hold
219
– – ﹤0.01% 614
2025
Q2 		$3.99K Buy
219
+207
+1,725% +$2.73K ﹤0.01% 588
2025
Q1 		$140 Buy
12
+10
+500% +$144 ﹤0.01% 950
2024
Q4 		$31 Buy
+2
New +$26 ﹤0.01% 808
2023
Q1 		– Sell
-750
Closed -$15.7K – 520
2022
Q4 		$15.7K Sell
750
-8,000
-91% -$39.7K ﹤0.01% 275
2022
Q3 		$55K Buy
+8,750
New +$55.4K 0.02% 172

Other funds holding SOFI

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 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
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

Activest Wealth Management reduced its SoFi Technologies (SOFI) stake by 100% in Q2 2026, selling an estimated $39.7K and leaving 5 shares worth $90. The position accounts for ﹤0.01% of the portfolio, ranked #1249.

Activest Wealth Management first reported a position in SOFI in Q3 2022 and has held it in 9 quarters since. The position peaked at $64.4K in Q4 2025. 373 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Activest Wealth Management held 5 shares of SoFi Technologies worth $90 as of Q2 2026.
  • Activest Wealth Management sold 2,341 SoFi Technologies shares in Q2 2026, an estimated $39.7K.
  • SoFi Technologies made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #1249 holding.
  • Activest Wealth Management first reported a position in SoFi Technologies in Q3 2022 and has held it in 9 quarters since.
  • Activest Wealth Management's SoFi Technologies position peaked at $64.4K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.