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Advisors Management Group’s SoFi Technologies SOFI Stock Holding History

Advisors Management Group’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 		$193K Sell
10,815
-1,571
-13% -$26.6K 0.03% 157
2026
Q1 		$196K Buy
12,386
+860
+7% +$18.1K 0.04% 156
2025
Q4 		$302K Buy
11,526
+101
+0.9% +$2.81K 0.06% 125
2025
Q3 		$302K Buy
11,425
+84
+0.7% +$1.99K 0.05% 131
2025
Q2 		$207K Buy
11,341
+178
+2% +$2.35K 0.04% 142
2025
Q1 		$130K Sell
11,163
-100
-0.9% -$1.44K 0.03% 145
2024
Q4 		$173K Buy
11,263
+612
+6% +$7.95K 0.04% 147
2024
Q3 		$84K Hold
10,651
– – 0.02% 148
2024
Q2 		$70K Buy
+10,651
New +$75.1K 0.02% 152

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

Advisors Management Group's SOFI Position: Q2 2026 in Review

Advisors Management Group reduced its SoFi Technologies (SOFI) stake by 13% in Q2 2026, selling an estimated $26.6K and leaving 10,815 shares worth $193K. The position accounts for 0.03% of the portfolio, ranked #157.

Advisors Management Group first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $302K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Advisors Management Group held 10,815 shares of SoFi Technologies worth $193K as of Q2 2026.
  • Advisors Management Group sold 1,571 SoFi Technologies shares in Q2 2026, an estimated $26.6K.
  • SoFi Technologies made up 0.03% of Advisors Management Group's portfolio in Q2 2026, its #157 holding.
  • Advisors Management Group first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
  • Advisors Management Group's SoFi Technologies position peaked at $302K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Advisors Management Group's 13F filing for Q2 2026, filed 4 Aug 2026.