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Beaird Harris Wealth Management’s SoFi Technologies SOFI Stock Holding History

Beaird Harris 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 		$1.44K Buy
+80
New +$1.35K ﹤0.01% 545

Other funds holding SOFI

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
TC
TTRF Capital Nicosia $152M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
SI
Sava Infond Maribor, Slovenia $1.41B AUM 69.95% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Beaird Harris Wealth Management's SOFI Position: Q2 2026 in Review

Beaird Harris Wealth Management opened a new position in SoFi Technologies (SOFI) in Q2 2026: 80 shares worth $1.44K. The stake represents ﹤0.01% of the portfolio and ranks #545 among its holdings.

122 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Beaird Harris Wealth Management held 80 shares of SoFi Technologies worth $1.44K as of Q2 2026.
  • SoFi Technologies was a new Beaird Harris Wealth Management position in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #545 holding.
  • 122 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.