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Blue Bell Private Wealth Management’s SoFi Technologies SOFI Stock Holding History

Blue Bell Private 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 		– Sell
-4,976
Closed -$79K – 752
2026
Q1 		$79K Buy
4,976
+3,366
+209% +$71K 0.01% 368
2025
Q4 		$42.1K Hold
1,610
– – 0.01% 424
2025
Q3 		$42.5K Hold
1,610
– – 0.01% 417
2025
Q2 		$29.3K Sell
1,610
-110
-6% -$1.45K ﹤0.01% 437
2025
Q1 		$20K Hold
1,720
– – ﹤0.01% 461
2024
Q4 		$26.5K Hold
1,720
– – 0.01% 424
2024
Q3 		$13.5K Hold
1,720
– – ﹤0.01% 493
2024
Q2 		$11.4K Sell
1,720
-250
-13% -$1.76K ﹤0.01% 506
2024
Q1 		$14.4K Hold
1,970
– – ﹤0.01% 484
2023
Q4 		$19.6K Buy
1,970
+500
+34% +$3.97K ﹤0.01% 431
2023
Q3 		$11.7K Buy
1,470
+270
+23% +$2.37K ﹤0.01% 407
2023
Q2 		$10K Buy
1,200
+500
+71% +$3.26K ﹤0.01% 416
2023
Q1 		$4.25K Sell
700
-35
-5% -$212 ﹤0.01% 486
2022
Q4 		$3.39K Hold
735
– – ﹤0.01% 519
2022
Q3 		$4K Buy
735
+10
+1% +$63 ﹤0.01% 525
2022
Q2 		$4K Hold
725
– – ﹤0.01% 565
2022
Q1 		$7K Buy
725
+25
+4% +$287 ﹤0.01% 498
2021
Q4 		$11K Buy
+700
New +$12.8K ﹤0.01% 395

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

Blue Bell Private Wealth Management's SOFI Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2026, closing a stake of 4,976 shares — an estimated $79K sold.

Blue Bell Private Wealth Management first reported a position in SOFI in Q4 2021 and held it in 18 quarters. The position peaked at $79K in Q1 2026. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Blue Bell Private Wealth Management reported no remaining SoFi Technologies position as of Q2 2026 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 4,976 SoFi Technologies shares in Q2 2026, an estimated $79K.
  • Blue Bell Private Wealth Management first reported a position in SoFi Technologies in Q4 2021 and held it in 18 quarters.
  • Blue Bell Private Wealth Management's SoFi Technologies position peaked at $79K in Q1 2026.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.