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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

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
SS
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
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M 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. 319 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.
  • 319 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.