Alta Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Alta Wealth Advisors’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	–	Sell	-66,148	Closed	-$1.05M	–	179
2026 Q1	$1.05M	Hold	66,148	–	–	0.34%	55
2025 Q4	$1.73M	Buy	66,148 +179	+0.3%	+$4.99K	0.58%	40
2025 Q3	$1.74M	Buy	+65,969	New	+$1.57M	0.62%	37
2025 Q2	–	Sell	-67,219	Closed	-$782K	–	144
2025 Q1	$782K	Sell	67,219 -3,500	-5%	-$50.4K	0.36%	59
2024 Q4	$1.09M	Hold	70,719	–	–	0.48%	48
2024 Q3	$556K	Buy	70,719 +17,770	+34%	+$129K	0.25%	79
2024 Q2	$350K	Sell	52,949 -500	-0.9%	-$3.53K	0.17%	99
2024 Q1	$390K	Hold	53,449	–	–	0.2%	93
2023 Q4	$532K	Sell	53,449 -700	-1%	-$5.56K	0.3%	77
2023 Q3	$433K	Sell	54,149 -3,150	-5%	-$27.7K	0.27%	94
2023 Q2	$478K	Sell	57,299 -2,000	-3%	-$13K	0.28%	94
2023 Q1	$360K	Hold	59,299	–	–	0.23%	111
2022 Q4	$273K	Sell	59,299 -20,100	-25%	-$99.7K	0.18%	126
2022 Q3	$387K	Sell	79,399 -5,000	-6%	-$31.6K	0.28%	106
2022 Q2	$451K	Buy	+84,399	New	+$570K	0.31%	98

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

Alta Wealth Advisors's SOFI Position: Q2 2026 in Review

Alta Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 66,148 shares — an estimated $1.05M sold.

Alta Wealth Advisors first reported a position in SOFI in Q2 2022 and held it in 15 quarters. The position peaked at $1.74M in Q3 2025. 915 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Alta Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
Alta Wealth Advisors sold 66,148 SoFi Technologies shares in Q2 2026, an estimated $1.05M.
Alta Wealth Advisors first reported a position in SoFi Technologies in Q2 2022 and held it in 15 quarters.
Alta Wealth Advisors's SoFi Technologies position peaked at $1.74M in Q3 2025.
915 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Alta Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.