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Bell Investment Advisors’s SoFi Technologies SOFI Stock Holding History

Bell Investment 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 		$18K Sell
1,002
-3
-0.3% -$51 ﹤0.01% 509
2026
Q1 		$16K Sell
1,005
-24
-2% -$506 ﹤0.01% 515
2025
Q4 		$26.9K Buy
1,029
+24
+2% +$669 ﹤0.01% 359
2025
Q3 		$26.6K Hold
1,005
– – ﹤0.01% 349
2025
Q2 		$18.3K Buy
1,005
+39
+4% +$514 ﹤0.01% 450
2025
Q1 		$11.2K Hold
966
– – ﹤0.01% 558
2024
Q4 		$14.9K Buy
966
+33
+4% +$429 ﹤0.01% 462
2024
Q3 		$7.33K Hold
933
– – ﹤0.01% 752
2024
Q2 		$6.17K Hold
933
– – ﹤0.01% 824
2024
Q1 		$6.81K Sell
933
-69
-7% -$548 ﹤0.01% 757
2023
Q4 		$9.97K Sell
1,002
-87
-8% -$692 ﹤0.01% 561
2023
Q3 		$8.7K Sell
1,089
-243
-18% -$2.14K ﹤0.01% 565
2023
Q2 		$11.1K Sell
1,332
-78
-6% -$508 ﹤0.01% 476
2023
Q1 		$8.56K Sell
1,410
-18
-1% -$109 ﹤0.01% 542
2022
Q4 		$6.58K Buy
1,428
+655
+85% +$3.25K ﹤0.01% 668
2022
Q3 		$4K Buy
773
+603
+355% +$3.81K ﹤0.01% 838
2022
Q2 		$1K Buy
+170
New +$1.15K ﹤0.01% 1600
2021
Q4 		$1K Sell
33
-141
-81% -$2.59K ﹤0.01% 1605
2021
Q3 		$3K Buy
+174
New +$2.73K ﹤0.01% 973

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's SOFI Position: Q2 2026 in Review

Bell Investment Advisors reduced its SoFi Technologies (SOFI) stake by 0.3% in Q2 2026, selling an estimated $51 and leaving 1,002 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Bell Investment Advisors first reported a position in SOFI in Q3 2021 and has held it in 19 quarters since. The position peaked at $26.9K in Q4 2025. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bell Investment Advisors held 1,002 shares of SoFi Technologies worth $18K as of Q2 2026.
  • Bell Investment Advisors sold 3 SoFi Technologies shares in Q2 2026, an estimated $51.
  • SoFi Technologies made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #509 holding.
  • Bell Investment Advisors first reported a position in SoFi Technologies in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's SoFi Technologies position peaked at $26.9K in Q4 2025.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.