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Acumen Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Acumen Wealth 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 		$5.65K Buy
+315
New +$5.34K ﹤0.01% 390
2026
Q1 		– Sell
-105
Closed -$2.75K – 559
2025
Q4 		$2.75K Buy
+105
New +$2.93K ﹤0.01% 419

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

Acumen Wealth Advisors's SOFI Position: Q2 2026 in Review

Acumen Wealth Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2026: 315 shares worth $5.65K. The stake represents ﹤0.01% of the portfolio and ranks #390 among its holdings. This is a return to the name: Acumen Wealth Advisors previously reported a position in SOFI as recently as Q4 2025.

Acumen Wealth Advisors first reported a position in SOFI in Q4 2025 and has held it in 2 quarters since. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Acumen Wealth Advisors held 315 shares of SoFi Technologies worth $5.65K as of Q2 2026.
  • SoFi Technologies was a new Acumen Wealth Advisors position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Acumen Wealth Advisors's portfolio in Q2 2026, its #390 holding.
  • Acumen Wealth Advisors first reported a position in SoFi Technologies in Q4 2025 and has held it in 2 quarters since.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Acumen Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.