AFC
SOFI icon

Ares Financial Consulting’s SoFi Technologies SOFI Stock Holding History

Ares Financial Consulting’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 		– Sell
-236
Closed -$3.69K – 1164
2026
Q1 		$3.69K Buy
+236
New +$4.97K ﹤0.01% 743

Other funds holding SOFI

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
DWM
Diversify Wealth Management Sandy, Utah $5.98B AUM 29.21% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return
PLFS
Provident Living Financial Services Lehi, Utah $101M AUM

Ares Financial Consulting's SOFI Position: Q2 2026 in Review

Ares Financial Consulting sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 236 shares — an estimated $3.69K sold.

Ares Financial Consulting first reported a position in SOFI in Q1 2026 and held it in 1 quarter. The position peaked at $3.69K in Q1 2026. 441 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ares Financial Consulting reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Ares Financial Consulting sold 236 SoFi Technologies shares in Q2 2026, an estimated $3.69K.
  • Ares Financial Consulting first reported a position in SoFi Technologies in Q1 2026 and held it in 1 quarter.
  • Ares Financial Consulting's SoFi Technologies position peaked at $3.69K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.