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Aventura Private Wealth’s SoFi Technologies SOFI Stock Holding History

Aventura 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 		$22.6K Hold
1,259
– – 0.01% 462
2026
Q1 		$20K Sell
1,259
-20
-2% -$422 0.01% 446
2025
Q4 		$33.5K Hold
1,279
– – 0.01% 350
2025
Q3 		$33.8K Hold
1,279
– – 0.01% 337
2025
Q2 		$23.3K Sell
1,279
-50
-4% -$659 0.01% 362
2025
Q1 		$15.5K Sell
1,329
-2,000
-60% -$28.8K 0.01% 390
2024
Q4 		$51.3K Buy
+3,329
New +$43.2K 0.03% 257

Other funds holding SOFI

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
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

Aventura Private Wealth's SOFI Position: Q2 2026 in Review

Aventura Private Wealth held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,259 shares worth $22.6K. The position accounts for 0.01% of the portfolio, ranked #462.

Aventura Private Wealth first reported a position in SOFI in Q4 2024 and has held it in 7 quarters since. The position peaked at $51.3K in Q4 2024. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Aventura Private Wealth held 1,259 shares of SoFi Technologies worth $22.6K as of Q2 2026.
  • Aventura Private Wealth left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #462 holding.
  • Aventura Private Wealth first reported a position in SoFi Technologies in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's SoFi Technologies position peaked at $51.3K in Q4 2024.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.