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Bay Harbor Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bay Harbor 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 		$2.13K Buy
119
+35
+42% +$593 ﹤0.01% 630
2026
Q1 		$1.33K Sell
84
-12
-13% -$253 ﹤0.01% 668
2025
Q4 		$2.51K Buy
96
+42
+78% +$1.17K ﹤0.01% 432
2025
Q3 		$1.43K Buy
54
+23
+74% +$546 ﹤0.01% 433
2025
Q2 		$564 Buy
31
+6
+24% +$79 ﹤0.01% 604
2025
Q1 		$290 Buy
+25
New +$360 ﹤0.01% 563

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

Bay Harbor Wealth Management's SOFI Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its SoFi Technologies (SOFI) stake by 42% in Q2 2026, buying an estimated $593 and bringing the position to 119 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #630.

Bay Harbor Wealth Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.51K in Q4 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bay Harbor Wealth Management held 119 shares of SoFi Technologies worth $2.13K as of Q2 2026.
  • Bay Harbor Wealth Management bought 35 SoFi Technologies shares in Q2 2026, an estimated $593.
  • SoFi Technologies made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #630 holding.
  • Bay Harbor Wealth Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Bay Harbor Wealth Management's SoFi Technologies position peaked at $2.51K in Q4 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.