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 Q2	$1.96M	Buy	+109,462	New	+$1.85M	0.03%	159

Other funds holding SOFI

TTRF Capital Nicosia $152M AUM

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Teamwork Financial Advisors San Antonio, Texas $1.07B AUM 39.98% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Connective Portfolio Management New York $60.1M AUM 88.93% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return