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Avior Wealth Management’s SoFi Technologies SOFI Stock Holding History

Avior Wealth Management’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 		$199K Sell
11,090
-4,888
-31% -$82.8K 0.01% 766
2026
Q1 		$254K Buy
+15,978
New +$337K 0.01% 727
2025
Q1 		– Sell
-2,178
Closed -$33.5K – 2087
2024
Q4 		$33.5K Sell
2,178
-348
-14% -$4.52K ﹤0.01% 1277
2024
Q3 		$19.9K Buy
2,526
+2,287
+957% +$16.6K ﹤0.01% 1376
2024
Q2 		$1.58K Buy
+239
New +$1.69K ﹤0.01% 1975

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

Avior Wealth Management's SOFI Position: Q2 2026 in Review

Avior Wealth Management reduced its SoFi Technologies (SOFI) stake by 31% in Q2 2026, selling an estimated $82.8K and leaving 11,090 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #766.

Avior Wealth Management first reported a position in SOFI in Q2 2024 and has held it in 5 quarters since. The position peaked at $254K in Q1 2026. 916 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Avior Wealth Management held 11,090 shares of SoFi Technologies worth $199K as of Q2 2026.
  • Avior Wealth Management sold 4,888 SoFi Technologies shares in Q2 2026, an estimated $82.8K.
  • SoFi Technologies made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #766 holding.
  • Avior Wealth Management first reported a position in SoFi Technologies in Q2 2024 and has held it in 5 quarters since.
  • Avior Wealth Management's SoFi Technologies position peaked at $254K in Q1 2026.
  • 916 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.