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Atria Wealth Solutions’s SoFi Technologies SOFI Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.42M Sell
77,302
-126,202
-62% -$1.66M 0.03% 519
2025
Q1 		$2.37M Sell
203,504
-96,390
-32% -$1.39M 0.03% 572
2024
Q4 		$4.62M Sell
299,894
-248,541
-45% -$3.23M 0.05% 373
2024
Q3 		$4.31M Buy
548,435
+81,426
+17% +$592K 0.05% 384
2024
Q2 		$3.09M Buy
467,009
+35,738
+8% +$252K 0.03% 480
2024
Q1 		$3.15M Buy
431,271
+102,034
+31% +$810K 0.04% 476
2023
Q4 		$3.28M Buy
329,237
+22,963
+7% +$183K 0.04% 439
2023
Q3 		$2.45M Buy
306,274
+40,298
+15% +$354K 0.03% 493
2023
Q2 		$2.22M Sell
265,976
-41,802
-14% -$273K 0.03% 536
2023
Q1 		$1.87M Buy
307,778
+60,745
+25% +$368K 0.03% 569
2022
Q4 		$1.14M Sell
247,033
-6,759
-3% -$33.5K 0.02% 696
2022
Q3 		$1.24M Buy
253,792
+47,103
+23% +$298K 0.02% 644
2022
Q2 		$1.09M Buy
206,689
+79,371
+62% +$536K 0.02% 658
2022
Q1 		$1.2M Buy
+127,318
New +$1.46M 0.02% 656

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atria Wealth Solutions's SOFI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its SoFi Technologies (SOFI) stake by 62% in Q2 2025, selling an estimated $1.66M and leaving 77,302 shares worth $1.42M. The position accounts for 0.03% of the portfolio, ranked #519.

Atria Wealth Solutions first reported a position in SOFI in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.62M in Q4 2024. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Atria Wealth Solutions held 77,302 shares of SoFi Technologies worth $1.42M as of Q2 2025.
  • Atria Wealth Solutions sold 126,202 SoFi Technologies shares in Q2 2025, an estimated $1.66M.
  • SoFi Technologies made up 0.03% of Atria Wealth Solutions's portfolio in Q2 2025, its #519 holding.
  • Atria Wealth Solutions first reported a position in SoFi Technologies in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's SoFi Technologies position peaked at $4.62M in Q4 2024.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.