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Allworth Financial’s SoFi Technologies SOFI Stock Holding History

Allworth 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 		$2.27M Sell
126,401
-4,012
-3% -$68K 0.01% 497
2026
Q1 		$2.07M Buy
130,413
+2,769
+2% +$58.4K 0.01% 528
2025
Q4 		$3.34M Buy
127,644
+9,719
+8% +$271K 0.01% 432
2025
Q3 		$3.12M Buy
117,925
+93,892
+391% +$2.23M 0.01% 419
2025
Q2 		$438K Sell
24,033
-8,747
-27% -$115K ﹤0.01% 879
2025
Q1 		$404K Sell
32,780
-57,476
-64% -$828K ﹤0.01% 743
2024
Q4 		$1.59M Buy
90,256
+75,069
+494% +$975K 0.01% 446
2024
Q3 		$119K Buy
15,187
+3,440
+29% +$25K ﹤0.01% 1009
2024
Q2 		$87.8K Buy
11,747
+2,927
+33% +$20.6K ﹤0.01% 1124
2024
Q1 		$64.4K Buy
8,820
+4,630
+111% +$36.8K ﹤0.01% 1198
2023
Q4 		$41.7K Buy
4,190
+165
+4% +$1.31K ﹤0.01% 1263
2023
Q3 		$32.2K Buy
4,025
+31
+0.8% +$273 ﹤0.01% 1282
2023
Q2 		$33.3K Buy
3,994
+753
+23% +$4.91K ﹤0.01% 1278
2023
Q1 		$19.7K Sell
3,241
-1,978
-38% -$12K ﹤0.01% 1462
2022
Q4 		$24.1K Buy
5,219
+2,921
+127% +$14.5K ﹤0.01% 1274
2022
Q3 		$11K Buy
2,298
+2,258
+5,645% +$14.3K ﹤0.01% 1633
2022
Q2 		$0 Buy
+40
New +$270 ﹤0.01% 2779

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

Allworth Financial's SOFI Position: Q2 2026 in Review

Allworth Financial reduced its SoFi Technologies (SOFI) stake by 3.1% in Q2 2026, selling an estimated $68K and leaving 126,401 shares worth $2.27M. The position accounts for 0.01% of the portfolio, ranked #497.

Allworth Financial first reported a position in SOFI in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.34M in Q4 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Allworth Financial held 126,401 shares of SoFi Technologies worth $2.27M as of Q2 2026.
  • Allworth Financial sold 4,012 SoFi Technologies shares in Q2 2026, an estimated $68K.
  • SoFi Technologies made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #497 holding.
  • Allworth Financial first reported a position in SoFi Technologies in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's SoFi Technologies position peaked at $3.34M in Q4 2025.
  • 915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.