Alpha Wealth Funds’s SoFi Technologies SOFI Stock Holding History

Alpha Wealth Funds’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	$378K	Buy	21,100 +11,100	+111%	+$188K	0.21%	35
2026 Q1	$152K	Buy	+10,000	New	+$211K	0.1%	35

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

Alpha Wealth Funds's SOFI Position: Q2 2026 in Review

Alpha Wealth Funds increased its SoFi Technologies (SOFI) stake by 111% in Q2 2026, buying an estimated $188K and bringing the position to 21,100 shares worth $378K. The position accounts for 0.21% of the portfolio, ranked #35.

Alpha Wealth Funds first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 914 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Alpha Wealth Funds held 21,100 shares of SoFi Technologies worth $378K as of Q2 2026.
Alpha Wealth Funds bought 11,100 SoFi Technologies shares in Q2 2026, an estimated $188K.
SoFi Technologies made up 0.21% of Alpha Wealth Funds's portfolio in Q2 2026, its #35 holding.
Alpha Wealth Funds first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
914 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.