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Archford Capital Strategies’s SoFi Technologies SOFI Stock Holding History

Archford Capital Strategies’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 		$474K Buy
26,450
+65
+0.2% +$1.1K 0.05% 251
2026
Q1 		$419K Sell
26,385
-17
-0.1% -$358 0.05% 249
2025
Q4 		$691K Sell
26,402
-5,000
-16% -$139K 0.08% 199
2025
Q3 		$830K Buy
31,402
+33
+0.1% +$783 0.1% 185
2025
Q2 		$571K Sell
31,369
-2,396
-7% -$31.6K 0.07% 213
2025
Q1 		$393K Sell
33,765
-4
-0% -$58 0.06% 221
2024
Q4 		$520K Buy
33,769
+70
+0.2% +$909 0.08% 178
2024
Q3 		$338K Buy
33,699
+57
+0.2% +$414 0.05% 208
2024
Q2 		$222K Hold
33,642
– – 0.04% 238
2024
Q1 		$246K Buy
+33,642
New +$267K 0.04% 238
2022
Q4 		– Sell
-11,115
Closed -$54K – 292
2022
Q3 		$54K Hold
11,115
– – 0.01% 269
2022
Q2 		$59K Hold
11,115
– – 0.01% 258
2022
Q1 		$101K Buy
11,115
+85
+0.8% +$976 0.02% 280
2021
Q4 		$174K Hold
11,030
– – 0.04% 290
2021
Q3 		$175K Buy
+11,030
New +$173K 0.04% 305

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 $3.38T AUM 44.17% 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

Archford Capital Strategies's SOFI Position: Q2 2026 in Review

Archford Capital Strategies increased its SoFi Technologies (SOFI) stake by 0.25% in Q2 2026, buying an estimated $1.1K and bringing the position to 26,450 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #251.

Archford Capital Strategies first reported a position in SOFI in Q3 2021 and has held it in 15 quarters since. The position peaked at $830K in Q3 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Archford Capital Strategies held 26,450 shares of SoFi Technologies worth $474K as of Q2 2026.
  • Archford Capital Strategies bought 65 SoFi Technologies shares in Q2 2026, an estimated $1.1K.
  • SoFi Technologies made up 0.05% of Archford Capital Strategies's portfolio in Q2 2026, its #251 holding.
  • Archford Capital Strategies first reported a position in SoFi Technologies in Q3 2021 and has held it in 15 quarters since.
  • Archford Capital Strategies's SoFi Technologies position peaked at $830K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Archford Capital Strategies's 13F filing for Q2 2026, filed 17 Jul 2026.