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Baltimore-Washington Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Baltimore-Washington Financial Advisors’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 		$16.1M Buy
897,459
+21,466
+2% +$364K 0.6% 52
2026
Q1 		$13.9M Buy
875,993
+61,949
+8% +$1.31M 0.6% 54
2025
Q4 		$21.3M Buy
814,044
+60,726
+8% +$1.69M 0.89% 41
2025
Q3 		$19.9M Sell
753,318
-10,068
-1% -$239K 0.85% 43
2025
Q2 		$13.9M Buy
763,386
+158,455
+26% +$2.09M 0.65% 50
2025
Q1 		$7.04M Buy
604,931
+12,001
+2% +$173K 0.37% 72
2024
Q4 		$9.13M Buy
592,930
+67,779
+13% +$880K 0.47% 66
2024
Q3 		$4.13M Buy
525,151
+20,188
+4% +$147K 0.22% 79
2024
Q2 		$3.34M Buy
504,963
+45,865
+10% +$323K 0.19% 80
2024
Q1 		$3.35M Buy
459,098
+10,683
+2% +$84.8K 0.21% 81
2023
Q4 		$4.46M Buy
448,415
+58,317
+15% +$464K 0.31% 80
2023
Q3 		$3.12M Buy
390,098
+59,412
+18% +$522K 0.25% 80
2023
Q2 		$2.76M Buy
330,686
+127,011
+62% +$828K 0.22% 83
2023
Q1 		$1.24M Buy
203,675
+4,897
+2% +$29.7K 0.11% 99
2022
Q4 		$916K Sell
198,778
-4,799
-2% -$23.8K 0.09% 97
2022
Q3 		$993K Buy
203,577
+12,154
+6% +$76.9K 0.08% 97
2022
Q2 		$1.01M Buy
+191,423
New +$1.29M 0.11% 86
2022
Q1 		– Sell
-238,981
Closed -$3.78M – 156
2021
Q4 		$3.78M Buy
238,981
+223,441
+1,438% +$4.1M 0.31% 75
2021
Q3 		$246K Buy
+15,540
New +$244K 0.02% 114

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

Baltimore-Washington Financial Advisors's SOFI Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its SoFi Technologies (SOFI) stake by 2.5% in Q2 2026, buying an estimated $364K and bringing the position to 897,459 shares worth $16.1M. The position accounts for 0.6% of the portfolio, ranked #52.

Baltimore-Washington Financial Advisors first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $21.3M in Q4 2025. 920 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 897,459 shares of SoFi Technologies worth $16.1M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 21,466 SoFi Technologies shares in Q2 2026, an estimated $364K.
  • SoFi Technologies made up 0.6% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #52 holding.
  • Baltimore-Washington Financial Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • Baltimore-Washington Financial Advisors's SoFi Technologies position peaked at $21.3M in Q4 2025.
  • 920 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.