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Bartlett & Co Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bartlett & Co 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 		$27K Hold
1,505
– – ﹤0.01% 841
2026
Q1 		$24.4K Hold
1,505
– – ﹤0.01% 795
2025
Q4 		$39.4K Buy
1,505
+36
+2% +$1K ﹤0.01% 711
2025
Q3 		$38.8K Buy
1,469
+469
+47% +$11.1K ﹤0.01% 714
2025
Q2 		$18.2K Buy
+1,000
New +$13.2K ﹤0.01% 831
2022
Q3 		– Sell
-44,775
Closed -$236K – 1262
2022
Q2 		$236K Buy
+44,775
New +$303K ﹤0.01% 350

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

Bartlett & Co Wealth Management's SOFI Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 1,505 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #841.

Bartlett & Co Wealth Management first reported a position in SOFI in Q2 2022 and has held it in 6 quarters since. The position peaked at $236K in Q2 2022. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bartlett & Co Wealth Management held 1,505 shares of SoFi Technologies worth $27K as of Q2 2026.
  • Bartlett & Co Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #841 holding.
  • Bartlett & Co Wealth Management first reported a position in SoFi Technologies in Q2 2022 and has held it in 6 quarters since.
  • Bartlett & Co Wealth Management's SoFi Technologies position peaked at $236K in Q2 2022.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.