Advisory Services Network’s SoFi Technologies SOFI Stock Holding History

Advisory Services Network’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	$1.71M	Buy	95,098 +57,069	+150%	+$967K	0.02%	765
2026 Q1	$604K	Sell	38,029 -1,550	-4%	-$32.7K	0.01%	1176
2025 Q4	$1.04M	Buy	39,579 +4,931	+14%	+$137K	0.01%	874
2025 Q3	$915K	Buy	34,648 +798	+2%	+$18.9K	0.01%	904
2025 Q2	$764K	Sell	33,850 -19,435	-36%	-$256K	0.01%	946
2025 Q1	$620K	Buy	53,285 +2,460	+5%	+$35.5K	0.01%	961
2024 Q4	$783K	Sell	50,825 -9,451	-16%	-$123K	0.01%	848
2024 Q3	$398K	Hold	60,276	–	–	0.01%	1082
2024 Q2	$398K	Buy	60,276 +12,400	+26%	+$87.4K	0.01%	1082
2024 Q1	$349K	Sell	47,876 -13,241	-22%	-$105K	0.01%	1087
2023 Q4	$608K	Sell	61,117 -2,443	-4%	-$19.4K	0.01%	817
2023 Q3	$508K	Buy	63,560 +1,759	+3%	+$15.5K	0.01%	907
2023 Q2	$515K	Sell	61,801 -150,956	-71%	-$984K	0.01%	894
2023 Q1	$1.29M	Buy	212,757 +12,719	+6%	+$77.1K	0.04%	537
2022 Q4	$922K	Sell	200,038 -3,910	-2%	-$19.4K	0.03%	625
2022 Q3	$995K	Buy	203,948 +40,466	+25%	+$256K	0.04%	550
2022 Q2	$862K	Sell	163,482 -18,721	-10%	-$127K	0.03%	605
2022 Q1	$1.72M	Buy	182,203 +118,280	+185%	+$1.36M	0.05%	443
2021 Q4	$1.01M	Buy	63,923 +40,911	+178%	+$751K	0.03%	626
2021 Q3	$365K	Buy	23,012 +2,067	+10%	+$32.4K	0.01%	1004
2021 Q2	$402K	Buy	20,945 +3,889	+23%	+$72.1K	0.01%	964
2021 Q1	$293K	Buy	+17,056	New	+$337K	0.01%	1034

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Advisory Services Network's SOFI Position: Q2 2026 in Review

Advisory Services Network increased its SoFi Technologies (SOFI) stake by 150% in Q2 2026, buying an estimated $967K and bringing the position to 95,098 shares worth $1.71M. The position accounts for 0.02% of the portfolio, ranked #765.

Advisory Services Network first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.72M in Q1 2022. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Advisory Services Network held 95,098 shares of SoFi Technologies worth $1.71M as of Q2 2026.
Advisory Services Network bought 57,069 SoFi Technologies shares in Q2 2026, an estimated $967K.
SoFi Technologies made up 0.02% of Advisory Services Network's portfolio in Q2 2026, its #765 holding.
Advisory Services Network first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
Advisory Services Network's SoFi Technologies position peaked at $1.72M in Q1 2022.
920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.