BWM
SOFI icon

Bernard Wealth Management’s SoFi Technologies SOFI Stock Holding History

Bernard 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 		$3.59K Hold
200
– – ﹤0.01% 257
2026
Q1 		$3.18K Hold
200
– – ﹤0.01% 269
2025
Q4 		$5.24K Hold
200
– – ﹤0.01% 243
2025
Q3 		$5.28K Hold
200
– – ﹤0.01% 237
2025
Q2 		$3.64K Buy
200
+100
+100% +$1.32K ﹤0.01% 243
2025
Q1 		$1.16K Buy
+100
New +$1.44K ﹤0.01% 343

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

Bernard Wealth Management's SOFI Position: Q2 2026 in Review

Bernard Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2026 at 200 shares worth $3.59K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

Bernard Wealth Management first reported a position in SOFI in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.28K in Q3 2025. 921 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bernard Wealth Management held 200 shares of SoFi Technologies worth $3.59K as of Q2 2026.
  • Bernard Wealth Management left its SoFi Technologies share count unchanged in Q2 2026.
  • SoFi Technologies made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #257 holding.
  • Bernard Wealth Management first reported a position in SoFi Technologies in Q1 2025 and has held it in 6 quarters since.
  • Bernard Wealth Management's SoFi Technologies position peaked at $5.28K in Q3 2025.
  • 921 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.