Aspect Partners’s SoFi Technologies SOFI Stock Holding History

Aspect Partners’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 Q3	$13.2K	Buy	838 +1	+0.1%	+$18	0.01%	241
2026 Q2	$15K	Sell	837 -12	-1%	-$203	0.01%	227
2026 Q1	$13.5K	Sell	849 -140	-14%	-$2.95K	0.01%	225
2025 Q4	$25.9K	Buy	989 +32	+3%	+$892	0.01%	177
2025 Q3	$25.3K	Sell	957 -246	-20%	-$5.84K	0.01%	198
2025 Q2	$21.9K	Buy	1,203 +865	+256%	+$11.4K	0.01%	206
2025 Q1	$3.93K	Buy	+338	New	+$4.87K	﹤0.01%	364

Other funds holding SOFI

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Portman Square Capital London, United Kingdom $1.77B AUM 15.29% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Aspect Partners's SOFI Position: Q3 2026 in Review

Aspect Partners increased its SoFi Technologies (SOFI) stake by 0.12% in Q3 2026, buying an estimated $18 and bringing the position to 838 shares worth $13.2K. The position accounts for 0.01% of the portfolio, ranked #241.

Aspect Partners first reported a position in SOFI in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.9K in Q4 2025. 220 funds tracked by Wall St. Rank hold SOFI as of Q3 2026.

Aspect Partners held 838 shares of SoFi Technologies worth $13.2K as of Q3 2026.
Aspect Partners bought 1 SoFi Technologies share in Q3 2026, an estimated $18.
SoFi Technologies made up 0.01% of Aspect Partners's portfolio in Q3 2026, its #241 holding.
Aspect Partners first reported a position in SoFi Technologies in Q1 2025 and has held it in 7 quarters since.
Aspect Partners's SoFi Technologies position peaked at $25.9K in Q4 2025.
220 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.