APW
SOFI icon

Atlantic Private Wealth’s SoFi Technologies SOFI Stock Holding History

Atlantic 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 		$13.4K Hold
750
– – 0.01% 181
2026
Q1 		$11.9K Hold
750
– – 0.01% 189
2025
Q4 		$19.6K Buy
+750
New +$20.9K 0.01% 173

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 Private Wealth's SOFI Position: Q2 2026 in Review

Atlantic Private Wealth held its SoFi Technologies (SOFI) position steady in Q2 2026 at 750 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #181.

Atlantic Private Wealth first reported a position in SOFI in Q4 2025 and has held it in 3 quarters since. The position peaked at $19.6K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Atlantic Private Wealth held 750 shares of SoFi Technologies worth $13.4K as of Q2 2026.
  • Atlantic Private Wealth left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Atlantic Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Atlantic Private Wealth first reported a position in SoFi Technologies in Q4 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's SoFi Technologies position peaked at $19.6K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.