Ameliora Wealth Management’s SoFi Technologies SOFI Stock Holding History

Ameliora 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	$1.79M	Hold	100,000	–	–	0.53%	37
2026 Q1	$1.59M	Buy	+100,000	New	+$2.11M	0.51%	38

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

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

Ameliora Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 100,000 shares worth $1.79M. The position accounts for 0.53% of the portfolio, ranked #37.

Ameliora Wealth Management first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Ameliora Wealth Management held 100,000 shares of SoFi Technologies worth $1.79M as of Q2 2026.
Ameliora Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
SoFi Technologies made up 0.53% of Ameliora Wealth Management's portfolio in Q2 2026, its #37 holding.
Ameliora Wealth Management first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.