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

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

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

Annex Advisory Services opened a new position in SoFi Technologies (SOFI) in Q2 2026: 109,462 shares worth $1.96M. The stake represents 0.03% of the portfolio and ranks #159 among its holdings.

921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Annex Advisory Services held 109,462 shares of SoFi Technologies worth $1.96M as of Q2 2026.
SoFi Technologies was a new Annex Advisory Services position in Q2 2026.
SoFi Technologies made up 0.03% of Annex Advisory Services's portfolio in Q2 2026, its #159 holding.
921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.