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Alliance Wealth Advisors (Utah)’s SoFi Technologies SOFI Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$2.19M Buy
122,358
+113
+0.1% +$1.91K 0.41% 34
2026
Q1 		$1.94M Sell
122,245
-74
-0.1% -$1.56K 0.42% 38
2025
Q4 		$3.2M Buy
122,319
+125
+0.1% +$3.48K 0.69% 32
2025
Q3 		$3.23M Buy
122,194
+41
+0% +$973 0.76% 40
2025
Q2 		$2.22M Buy
122,153
+65
+0.1% +$857 0.53% 59
2025
Q1 		$1.42M Sell
122,088
-300
-0.2% -$4.32K 0.37% 82
2024
Q4 		$1.88M Buy
122,388
+508
+0.4% +$6.6K 0.49% 68
2024
Q3 		$958K Hold
121,880
– – 0.25% 99
2024
Q2 		$806K Hold
121,880
– – 0.24% 102
2024
Q1 		$890K Hold
121,880
– – 0.27% 96
2023
Q4 		$1.21M Hold
121,880
– – 0.41% 66
2023
Q3 		$974K Buy
121,880
+55
+0% +$484 0.36% 70
2023
Q2 		$1.02M Hold
121,825
– – 0.38% 67
2023
Q1 		$739K Hold
121,825
– – 0.3% 83
2022
Q4 		$562K Buy
+121,825
New +$604K 0.25% 98

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Alliance Wealth Advisors (Utah)'s SOFI Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) increased its SoFi Technologies (SOFI) stake by 0.09% in Q2 2026, buying an estimated $1.91K and bringing the position to 122,358 shares worth $2.19M. The position accounts for 0.41% of the portfolio, ranked #34.

Alliance Wealth Advisors (Utah) first reported a position in SOFI in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.23M in Q3 2025. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 122,358 shares of SoFi Technologies worth $2.19M as of Q2 2026.
  • Alliance Wealth Advisors (Utah) bought 113 SoFi Technologies shares in Q2 2026, an estimated $1.91K.
  • SoFi Technologies made up 0.41% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #34 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in SoFi Technologies in Q4 2022 and has held it in 15 quarters since.
  • Alliance Wealth Advisors (Utah)'s SoFi Technologies position peaked at $3.23M in Q3 2025.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.