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Baker Tilly Wealth Management’s SoFi Technologies SOFI Stock Holding History

Baker Tilly 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 		$364K Buy
+20,327
New +$344K 0.08% 205
2022
Q2 		– Sell
-12,920
Closed -$122K – 528
2022
Q1 		$122K Buy
+12,920
New +$148K 0.01% 509

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

Baker Tilly Wealth Management's SOFI Position: Q2 2026 in Review

Baker Tilly Wealth Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 20,327 shares worth $364K. The stake represents 0.08% of the portfolio and ranks #205 among its holdings. This is a return to the name: Baker Tilly Wealth Management previously reported a position in SOFI as recently as Q1 2022.

Baker Tilly Wealth Management first reported a position in SOFI in Q1 2022 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Baker Tilly Wealth Management held 20,327 shares of SoFi Technologies worth $364K as of Q2 2026.
  • SoFi Technologies was a new Baker Tilly Wealth Management position in Q2 2026.
  • SoFi Technologies made up 0.08% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #205 holding.
  • Baker Tilly Wealth Management first reported a position in SoFi Technologies in Q1 2022 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.