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Ashton Thomas Private Wealth’s SoFi Technologies SOFI Stock Holding History

Ashton Thomas Private Wealth’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 		$426K Buy
23,756
+4,623
+24% +$78.3K 0.01% 842
2026
Q1 		$304K Buy
19,133
+6,863
+56% +$145K 0.01% 882
2025
Q4 		$321K Buy
12,270
+1,534
+14% +$42.7K 0.01% 798
2025
Q3 		$284K Buy
+10,736
New +$255K 0.01% 817
2024
Q3 		– Sell
-1,000
Closed -$6.61K – 1650
2024
Q2 		$6.61K Buy
+1,000
New +$7.05K ﹤0.01% 1464

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

Ashton Thomas Private Wealth's SOFI Position: Q2 2026 in Review

Ashton Thomas Private Wealth increased its SoFi Technologies (SOFI) stake by 24% in Q2 2026, buying an estimated $78.3K and bringing the position to 23,756 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #842.

Ashton Thomas Private Wealth first reported a position in SOFI in Q2 2024 and has held it in 5 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ashton Thomas Private Wealth held 23,756 shares of SoFi Technologies worth $426K as of Q2 2026.
  • Ashton Thomas Private Wealth bought 4,623 SoFi Technologies shares in Q2 2026, an estimated $78.3K.
  • SoFi Technologies made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #842 holding.
  • Ashton Thomas Private Wealth first reported a position in SoFi Technologies in Q2 2024 and has held it in 5 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.