AssetMark Inc’s SoFi Technologies SOFI Stock Holding History

AssetMark Inc’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	$69.8K	Sell	3,892 -893	-19%	-$15.1K	﹤0.01%	1729
2026 Q1	$76K	Buy	4,785 +2,741	+134%	+$57.8K	﹤0.01%	1628
2025 Q4	$53.5K	Buy	2,044 +771	+61%	+$21.5K	﹤0.01%	1696
2025 Q3	$33.6K	Buy	1,273 +427	+50%	+$10.1K	﹤0.01%	1779
2025 Q2	$15.4K	Buy	846 +650	+332%	+$8.57K	﹤0.01%	1867
2025 Q1	$2.28K	Sell	196 -42	-18%	-$605	﹤0.01%	2151
2024 Q4	$3.67K	Buy	+238	New	+$3.09K	﹤0.01%	1996
2024 Q2	–	Sell	-1,000	Closed	-$7.3K	–	2216
2024 Q1	$7.3K	Buy	+1,000	New	+$7.94K	﹤0.01%	1420

Other funds holding SOFI

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

AssetMark Inc's SOFI Position: Q2 2026 in Review

AssetMark Inc reduced its SoFi Technologies (SOFI) stake by 19% in Q2 2026, selling an estimated $15.1K and leaving 3,892 shares worth $69.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1729.

AssetMark Inc first reported a position in SOFI in Q1 2024 and has held it in 8 quarters since. The position peaked at $76K in Q1 2026. 391 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

AssetMark Inc held 3,892 shares of SoFi Technologies worth $69.8K as of Q2 2026.
AssetMark Inc sold 893 SoFi Technologies shares in Q2 2026, an estimated $15.1K.
SoFi Technologies made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1729 holding.
AssetMark Inc first reported a position in SoFi Technologies in Q1 2024 and has held it in 8 quarters since.
AssetMark Inc's SoFi Technologies position peaked at $76K in Q1 2026.
391 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.