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Advisornet Financial’s SoFi Technologies SOFI Stock Holding History

Advisornet Financial’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 		$158K Sell
8,819
-96
-1% -$1.63K 0.01% 714
2026
Q1 		$142K Buy
8,915
+1,702
+24% +$35.9K 0.01% 711
2025
Q4 		$189K Buy
7,213
+7
+0.1% +$195 0.01% 623
2025
Q3 		$190K Buy
7,206
+41
+0.6% +$973 0.01% 612
2025
Q2 		$130K Buy
7,165
+1,709
+31% +$22.5K 0.01% 681
2025
Q1 		$63.5K Sell
5,456
-30
-0.5% -$432 ﹤0.01% 865
2024
Q4 		$84.5K Buy
5,486
+2,130
+63% +$27.7K 0.01% 727
2024
Q3 		$26.4K Buy
3,356
+2,306
+220% +$16.8K ﹤0.01% 1108
2024
Q2 		$6.94K Sell
1,050
-50
-5% -$353 ﹤0.01% 1403
2024
Q1 		$8.03K Sell
1,100
-305
-22% -$2.42K ﹤0.01% 1347
2023
Q4 		$14K Sell
1,405
-645
-31% -$5.13K ﹤0.01% 1213
2023
Q3 		$16.4K Buy
2,050
+200
+11% +$1.76K ﹤0.01% 1097
2023
Q2 		$15.4K Buy
1,850
+595
+47% +$3.88K ﹤0.01% 1192
2023
Q1 		$7.62K Sell
1,255
-195
-13% -$1.18K ﹤0.01% 1380
2022
Q4 		$6.68K Hold
1,450
– – ﹤0.01% 1400
2022
Q3 		$7K Sell
1,450
-1,000
-41% -$6.33K ﹤0.01% 1439
2022
Q2 		$13K Sell
2,450
-450
-16% -$3.04K ﹤0.01% 1279
2022
Q1 		$27K Buy
2,900
+530
+22% +$6.09K ﹤0.01% 1163
2021
Q4 		$37K Buy
2,370
+1,470
+163% +$27K ﹤0.01% 1116
2021
Q3 		$14K Buy
900
+500
+125% +$7.84K ﹤0.01% 1369
2021
Q2 		$8K Buy
400
+140
+54% +$2.6K ﹤0.01% 1478
2021
Q1 		$4K Buy
+260
New +$5.13K ﹤0.01% 1560

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 $3.38T AUM 44.17% 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

Advisornet Financial's SOFI Position: Q2 2026 in Review

Advisornet Financial reduced its SoFi Technologies (SOFI) stake by 1.1% in Q2 2026, selling an estimated $1.63K and leaving 8,819 shares worth $158K. The position accounts for 0.01% of the portfolio, ranked #714.

Advisornet Financial first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $190K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Advisornet Financial held 8,819 shares of SoFi Technologies worth $158K as of Q2 2026.
  • Advisornet Financial sold 96 SoFi Technologies shares in Q2 2026, an estimated $1.63K.
  • SoFi Technologies made up 0.01% of Advisornet Financial's portfolio in Q2 2026, its #714 holding.
  • Advisornet Financial first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • Advisornet Financial's SoFi Technologies position peaked at $190K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.