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Avidian Wealth Enterprises’s SoFi Technologies SOFI Stock Holding History

Avidian Wealth Enterprises’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 		$528K Buy
+29,426
New +$499K 0.01% 462
2022
Q3 		– Sell
-69,856
Closed -$368K – 463
2022
Q2 		$368K Buy
+69,856
New +$472K 0.03% 315

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

Avidian Wealth Enterprises's SOFI Position: Q2 2026 in Review

Avidian Wealth Enterprises opened a new position in SoFi Technologies (SOFI) in Q2 2026: 29,426 shares worth $528K. The stake represents 0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in SOFI as recently as Q2 2022.

Avidian Wealth Enterprises first reported a position in SOFI in Q2 2022 and has held it in 2 quarters since. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Avidian Wealth Enterprises held 29,426 shares of SoFi Technologies worth $528K as of Q2 2026.
  • SoFi Technologies was a new Avidian Wealth Enterprises position in Q2 2026.
  • SoFi Technologies made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #462 holding.
  • Avidian Wealth Enterprises first reported a position in SoFi Technologies in Q2 2022 and has held it in 2 quarters since.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.