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Arkadios Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Arkadios Wealth Advisors’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
Q1 		$1.17M Buy
73,370
+10,587
+17% +$223K 0.02% 718
2025
Q4 		$1.64M Buy
62,783
+1,741
+3% +$48.5K 0.03% 515
2025
Q3 		$1.61M Sell
61,042
-3,481
-5% -$82.6K 0.04% 466
2025
Q2 		$1.17M Buy
64,523
+1,119
+2% +$14.8K 0.03% 509
2025
Q1 		$737K Buy
63,404
+1,092
+2% +$15.7K 0.03% 567
2024
Q4 		$960K Buy
62,312
+1,781
+3% +$23.1K 0.05% 345
2024
Q3 		$476K Buy
60,531
+6,305
+12% +$45.8K 0.03% 551
2024
Q2 		$358K Buy
54,226
+4,579
+9% +$32.3K 0.02% 577
2024
Q1 		$362K Buy
49,647
+1,106
+2% +$8.78K 0.03% 478
2023
Q4 		$483K Buy
48,541
+185
+0.4% +$1.47K 0.04% 374
2023
Q3 		$386K Buy
48,356
+3,525
+8% +$31K 0.04% 408
2023
Q2 		$374K Sell
44,831
-1,028
-2% -$6.7K 0.04% 382
2023
Q1 		$278K Buy
45,859
+12,907
+39% +$78.3K 0.03% 459
2022
Q4 		$152K Sell
32,952
-11,000
-25% -$54.6K 0.02% 535
2022
Q3 		$214K Buy
43,952
+12,623
+40% +$79.9K 0.03% 469
2022
Q2 		$165K Buy
31,329
+23,658
+308% +$160K 0.02% 517
2022
Q1 		$72K Buy
+7,671
New +$88.1K 0.01% 548
2021
Q4 		– Sell
-454
Closed -$7K – 1600
2021
Q3 		$7K Buy
454
+204
+82% +$3.2K ﹤0.01% 1534
2021
Q2 		$4K Buy
+250
New +$4.63K ﹤0.01% 1781

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Arkadios Wealth Advisors's SOFI Position: Q1 2026 in Review

Arkadios Wealth Advisors increased its SoFi Technologies (SOFI) stake by 17% in Q1 2026, buying an estimated $223K and bringing the position to 73,370 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #718.

Arkadios Wealth Advisors first reported a position in SOFI in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • Arkadios Wealth Advisors held 73,370 shares of SoFi Technologies worth $1.17M as of Q1 2026.
  • Arkadios Wealth Advisors bought 10,587 SoFi Technologies shares in Q1 2026, an estimated $223K.
  • SoFi Technologies made up 0.02% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #718 holding.
  • Arkadios Wealth Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 19 quarters since.
  • Arkadios Wealth Advisors's SoFi Technologies position peaked at $1.64M in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.