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Ausdal Financial Partners’s SoFi Technologies SOFI Stock Holding History

Ausdal Financial Partners’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 		$235K Buy
13,104
+87
+0.7% +$1.47K 0.01% 925
2026
Q1 		$207K Sell
13,017
-172
-1% -$3.63K 0.01% 934
2025
Q4 		$345K Sell
13,189
-1,440
-10% -$40.1K 0.02% 669
2025
Q3 		$386K Sell
14,629
-765
-5% -$18.2K 0.02% 639
2025
Q2 		$280K Buy
15,394
+1,762
+13% +$23.2K 0.02% 569
2025
Q1 		$159K Buy
+13,632
New +$196K 0.01% 622

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

Ausdal Financial Partners's SOFI Position: Q2 2026 in Review

Ausdal Financial Partners increased its SoFi Technologies (SOFI) stake by 0.67% in Q2 2026, buying an estimated $1.47K and bringing the position to 13,104 shares worth $235K. The position accounts for 0.01% of the portfolio, ranked #925.

Ausdal Financial Partners first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $386K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Ausdal Financial Partners held 13,104 shares of SoFi Technologies worth $235K as of Q2 2026.
  • Ausdal Financial Partners bought 87 SoFi Technologies shares in Q2 2026, an estimated $1.47K.
  • SoFi Technologies made up 0.01% of Ausdal Financial Partners's portfolio in Q2 2026, its #925 holding.
  • Ausdal Financial Partners first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Ausdal Financial Partners's SoFi Technologies position peaked at $386K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Ausdal Financial Partners's 13F filing for Q2 2026, filed 14 Aug 2026.