Annex Advisory Services
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Annex Advisory Services’s SoFi Technologies SOFI Stock Holding History

Annex Advisory Services’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
Q3 		$1.51M Sell
96,326
-13,136
-12% -$231K 0.02% 178
2026
Q2 		$1.96M Buy
+109,462
New +$1.85M 0.03% 159

Other funds holding SOFI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Annex Advisory Services's SOFI Position: Q3 2026 in Review

Annex Advisory Services reduced its SoFi Technologies (SOFI) stake by 12% in Q3 2026, selling an estimated $231K and leaving 96,326 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #178.

Annex Advisory Services first reported a position in SOFI in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.96M in Q2 2026. 555 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

  • Annex Advisory Services held 96,326 shares of SoFi Technologies worth $1.51M as of Q3 2026.
  • Annex Advisory Services sold 13,136 SoFi Technologies shares in Q3 2026, an estimated $231K.
  • SoFi Technologies made up 0.02% of Annex Advisory Services's portfolio in Q3 2026, its #178 holding.
  • Annex Advisory Services first reported a position in SoFi Technologies in Q2 2026 and has held it in 2 quarters since.
  • Annex Advisory Services's SoFi Technologies position peaked at $1.96M in Q2 2026.
  • 555 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.