AEPWM
SOFI icon

Atlantic Edge Private Wealth Management’s SoFi Technologies SOFI Stock Holding History

Atlantic Edge Private Wealth Management’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 		$2.69K Buy
150
+100
+200% +$1.69K ﹤0.01% 539
2026
Q1 		$794 Buy
+50
New +$1.05K ﹤0.01% 576

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

Atlantic Edge Private Wealth Management's SOFI Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management increased its SoFi Technologies (SOFI) stake by 200% in Q2 2026, buying an estimated $1.69K and bringing the position to 150 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Atlantic Edge Private Wealth Management first reported a position in SOFI in Q1 2026 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Atlantic Edge Private Wealth Management held 150 shares of SoFi Technologies worth $2.69K as of Q2 2026.
  • Atlantic Edge Private Wealth Management bought 100 SoFi Technologies shares in Q2 2026, an estimated $1.69K.
  • SoFi Technologies made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #539 holding.
  • Atlantic Edge Private Wealth Management first reported a position in SoFi Technologies in Q1 2026 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.