Ameritas Advisory Services’s SoFi Technologies SOFI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.55M Buy
+86,190
New +$1.46M 0.03% 434
2025
Q4
Sell
-1,148
Closed -$30.3K 1941
2025
Q3
$30.3K Sell
1,148
-4,809
-81% -$114K ﹤0.01% 1277
2025
Q2
$108K Buy
+5,957
New +$78.6K 0.01% 955
2023
Q2
Sell
-300
Closed -$1.75K 2232
2023
Q1
$1.75K Buy
+300
New +$1.82K ﹤0.01% 2427

Other funds holding SOFI

Ameritas Advisory Services's SOFI Position: Q2 2026 in Review

Ameritas Advisory Services opened a new position in SoFi Technologies (SOFI) in Q2 2026: 86,190 shares worth $1.55M. The stake represents 0.03% of the portfolio and ranks #434 among its holdings. This is a return to the name: Ameritas Advisory Services previously reported a position in SOFI as recently as Q3 2025.

Ameritas Advisory Services first reported a position in SOFI in Q1 2023 and has held it in 4 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ameritas Advisory Services held 86,190 shares of SoFi Technologies worth $1.55M as of Q2 2026.
  • SoFi Technologies was a new Ameritas Advisory Services position in Q2 2026.
  • SoFi Technologies made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #434 holding.
  • Ameritas Advisory Services first reported a position in SoFi Technologies in Q1 2023 and has held it in 4 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.