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Avantax Advisory Services’s SoFi Technologies SOFI Stock Holding History

Avantax Advisory Services’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 		$1.87M Buy
102,751
+22,307
+28% +$294K 0.01% 834
2025
Q1 		$936K Buy
80,444
+5,688
+8% +$82K 0.01% 1128
2024
Q4 		$1.15M Sell
74,756
-18,943
-20% -$246K 0.01% 975
2024
Q3 		$736K Sell
93,699
-5,230
-5% -$38K ﹤0.01% 1176
2024
Q2 		$654K Buy
98,929
+1,710
+2% +$12.1K ﹤0.01% 1203
2024
Q1 		$710K Buy
97,219
+15,461
+19% +$123K 0.01% 888
2023
Q4 		$813K Buy
81,758
+14,929
+22% +$119K 0.01% 794
2023
Q3 		$534K Sell
66,829
-315
-0.5% -$2.77K 0.01% 917
2023
Q2 		$560K Buy
67,144
+23,247
+53% +$152K 0.01% 900
2023
Q1 		$266K Buy
43,897
+10,605
+32% +$64.3K ﹤0.01% 1221
2022
Q4 		$153K Buy
33,292
+6,705
+25% +$33.3K ﹤0.01% 1337
2022
Q3 		$130K Buy
26,587
+11,101
+72% +$70.2K ﹤0.01% 1253
2022
Q2 		$82K Buy
+15,486
New +$105K ﹤0.01% 1259

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $25B AUM 28.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Advisory Services's SOFI Position: Q2 2025 in Review

Avantax Advisory Services increased its SoFi Technologies (SOFI) stake by 28% in Q2 2025, buying an estimated $294K and bringing the position to 102,751 shares worth $1.87M. The position accounts for 0.01% of the portfolio, ranked #834.

Avantax Advisory Services first reported a position in SOFI in Q2 2022 and has held it in 13 quarters since. 745 funds tracked by Wall St. Rank hold SOFI as of Q2 2025.

  • Avantax Advisory Services held 102,751 shares of SoFi Technologies worth $1.87M as of Q2 2025.
  • Avantax Advisory Services bought 22,307 SoFi Technologies shares in Q2 2025, an estimated $294K.
  • SoFi Technologies made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #834 holding.
  • Avantax Advisory Services first reported a position in SoFi Technologies in Q2 2022 and has held it in 13 quarters since.
  • 745 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.