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Apollon Wealth Management’s SoFi Technologies SOFI Stock Holding History

Apollon 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 		$316K Sell
17,643
-23,112
-57% -$392K ﹤0.01% 1232
2026
Q1 		$647K Buy
40,755
+28,773
+240% +$607K 0.01% 762
2025
Q4 		$314K Buy
11,982
+2,334
+24% +$65K 0.01% 1037
2025
Q3 		$255K Buy
+9,648
New +$229K ﹤0.01% 1118
2025
Q2 		– Sell
-92,974
Closed -$1.08M – 1318
2025
Q1 		$1.08M Buy
92,974
+30,960
+50% +$446K 0.02% 492
2024
Q4 		$955K Buy
+62,014
New +$805K 0.02% 529
2024
Q1 		– Sell
-11,539
Closed -$115K – 1155
2023
Q4 		$115K Buy
11,539
+879
+8% +$6.99K ﹤0.01% 1030
2023
Q3 		$85.2K Buy
10,660
+639
+6% +$5.62K ﹤0.01% 872
2023
Q2 		$83.6K Sell
10,021
-1,960
-16% -$12.8K ﹤0.01% 911
2023
Q1 		$72.7K Buy
+11,981
New +$72.7K ﹤0.01% 834

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Apollon Wealth Management reduced its SoFi Technologies (SOFI) stake by 57% in Q2 2026, selling an estimated $392K and leaving 17,643 shares worth $316K. The position accounts for ﹤0.01% of the portfolio, ranked #1232.

Apollon Wealth Management first reported a position in SOFI in Q1 2023 and has held it in 10 quarters since. The position peaked at $1.08M in Q1 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Apollon Wealth Management held 17,643 shares of SoFi Technologies worth $316K as of Q2 2026.
  • Apollon Wealth Management sold 23,112 SoFi Technologies shares in Q2 2026, an estimated $392K.
  • SoFi Technologies made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1232 holding.
  • Apollon Wealth Management first reported a position in SoFi Technologies in Q1 2023 and has held it in 10 quarters since.
  • Apollon Wealth Management's SoFi Technologies position peaked at $1.08M in Q1 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.