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AE Wealth Management’s SoFi Technologies SOFI Stock Holding History

AE 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 		$556K Buy
31,024
+5,734
+23% +$97.1K ﹤0.01% 1174
2026
Q1 		$402K Buy
25,290
+3,273
+15% +$69K ﹤0.01% 1217
2025
Q4 		$576K Buy
22,017
+227
+1% +$6.33K ﹤0.01% 992
2025
Q3 		$576K Buy
21,790
+3,170
+17% +$75.2K ﹤0.01% 916
2025
Q2 		$339K Buy
18,620
+514
+3% +$6.78K ﹤0.01% 1063
2025
Q1 		$211K Buy
18,106
+3,105
+21% +$44.7K ﹤0.01% 1259
2024
Q4 		$231K Sell
15,001
-2,439
-14% -$31.7K ﹤0.01% 1213
2024
Q3 		$137K Sell
17,440
-2,160
-11% -$15.7K ﹤0.01% 1199
2024
Q2 		$130K Buy
19,600
+2,176
+12% +$15.3K ﹤0.01% 1189
2024
Q1 		$127K Sell
17,424
-77,345
-82% -$614K ﹤0.01% 1113
2023
Q4 		$722K Sell
94,769
-16,868
-15% -$134K ﹤0.01% 1279
2023
Q3 		$892K Buy
111,637
+19,766
+22% +$174K 0.01% 1139
2023
Q2 		$766K Buy
91,871
+41,536
+83% +$271K ﹤0.01% 1191
2023
Q1 		$306K Sell
50,335
-21,714
-30% -$132K ﹤0.01% 1547
2022
Q4 		$332K Buy
72,049
+350
+0.5% +$1.74K ﹤0.01% 1463
2022
Q3 		$350K Buy
71,699
+4,885
+7% +$30.9K ﹤0.01% 1406
2022
Q2 		$352K Buy
+66,814
New +$452K ﹤0.01% 1371
2022
Q1 		– Sell
-22,464
Closed -$355K – 1802
2021
Q4 		$355K Buy
22,464
+2,748
+14% +$50.4K ﹤0.01% 1391
2021
Q3 		$313K Buy
+19,716
New +$309K ﹤0.01% 1350

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

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

AE Wealth Management increased its SoFi Technologies (SOFI) stake by 23% in Q2 2026, buying an estimated $97.1K and bringing the position to 31,024 shares worth $556K. The position accounts for ﹤0.01% of the portfolio, ranked #1174.

AE Wealth Management first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $892K in Q3 2023. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • AE Wealth Management held 31,024 shares of SoFi Technologies worth $556K as of Q2 2026.
  • AE Wealth Management bought 5,734 SoFi Technologies shares in Q2 2026, an estimated $97.1K.
  • SoFi Technologies made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1174 holding.
  • AE Wealth Management first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • AE Wealth Management's SoFi Technologies position peaked at $892K in Q3 2023.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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