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Avion Wealth’s SoFi Technologies SOFI Stock Holding History

Avion 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 		$198K Buy
11,084
+27
+0.2% +$457 0.04% 119
2026
Q1 		$175K Buy
11,057
+820
+8% +$17.3K 0.04% 111
2025
Q4 		$268K Buy
10,237
+17
+0.2% +$474 0.06% 79
2025
Q3 		$270K Buy
10,220
+63
+0.6% +$1.5K 0.06% 78
2025
Q2 		$184K Buy
10,157
+33
+0.3% +$435 0.04% 98
2025
Q1 		$155K Hold
10,124
– – 0.04% 100
2024
Q4 		$155K Buy
10,124
+51
+0.5% +$662 0.04% 100
2024
Q3 		$79K Buy
10,073
+10,000
+13,699% +$72.7K 0.02% 140
2024
Q2 		$0 Buy
+73
New +$515 ﹤0.01% 1230

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

Avion Wealth's SOFI Position: Q2 2026 in Review

Avion Wealth increased its SoFi Technologies (SOFI) stake by 0.24% in Q2 2026, buying an estimated $457 and bringing the position to 11,084 shares worth $198K. The position accounts for 0.04% of the portfolio, ranked #119.

Avion Wealth first reported a position in SOFI in Q2 2024 and has held it in 9 quarters since. The position peaked at $270K in Q3 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Avion Wealth held 11,084 shares of SoFi Technologies worth $198K as of Q2 2026.
  • Avion Wealth bought 27 SoFi Technologies shares in Q2 2026, an estimated $457.
  • SoFi Technologies made up 0.04% of Avion Wealth's portfolio in Q2 2026, its #119 holding.
  • Avion Wealth first reported a position in SoFi Technologies in Q2 2024 and has held it in 9 quarters since.
  • Avion Wealth's SoFi Technologies position peaked at $270K in Q3 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.