Benjamin Edwards Inc’s SoFi Technologies SOFI Stock Holding History

Benjamin Edwards Inc’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	$607K	Buy	33,853 +13,758	+68%	+$233K	0.01%	984
2026 Q1	$319K	Sell	20,095 -880	-4%	-$18.6K	﹤0.01%	1139
2025 Q4	$549K	Buy	20,975 +8,812	+72%	+$246K	0.01%	925
2025 Q3	$321K	Sell	12,163 -1,778	-13%	-$42.2K	﹤0.01%	1078
2025 Q2	$254K	Buy	+13,941	New	+$184K	﹤0.01%	1045
2025 Q1	–	Sell	-56,710	Closed	-$873K	–	1158
2024 Q4	$873K	Sell	56,710 -17,790	-24%	-$231K	0.01%	652
2024 Q3	$585K	Buy	74,500 +73,798	+10,513%	+$536K	0.01%	751
2024 Q2	$5K	Sell	702 -436	-38%	-$3.07K	﹤0.01%	646
2024 Q1	$8K	Buy	+1,138	New	+$9.04K	﹤0.01%	654

Other funds holding SOFI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Benjamin Edwards Inc's SOFI Position: Q2 2026 in Review

Benjamin Edwards Inc increased its SoFi Technologies (SOFI) stake by 68% in Q2 2026, buying an estimated $233K and bringing the position to 33,853 shares worth $607K. The position accounts for 0.01% of the portfolio, ranked #984.

Benjamin Edwards Inc first reported a position in SOFI in Q1 2024 and has held it in 9 quarters since. The position peaked at $873K in Q4 2024. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

Benjamin Edwards Inc held 33,853 shares of SoFi Technologies worth $607K as of Q2 2026.
Benjamin Edwards Inc bought 13,758 SoFi Technologies shares in Q2 2026, an estimated $233K.
SoFi Technologies made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #984 holding.
Benjamin Edwards Inc first reported a position in SoFi Technologies in Q1 2024 and has held it in 9 quarters since.
Benjamin Edwards Inc's SoFi Technologies position peaked at $873K in Q4 2024.
925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.