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Bogart Wealth LLC’s SoFi Technologies SOFI Stock Holding History

Bogart Wealth LLC’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 		$199K Buy
11,084
+32
+0.3% +$542 0.01% 284
2026
Q1 		$176K Buy
11,052
+8,983
+434% +$189K 0.01% 278
2025
Q4 		$54.2K Buy
2,069
+994
+92% +$27.7K ﹤0.01% 450
2025
Q3 		$28.4K Sell
1,075
-3,977
-79% -$94.4K ﹤0.01% 574
2025
Q2 		$92K Buy
5,052
+1,014
+25% +$13.4K ﹤0.01% 336
2025
Q1 		$47K Buy
+4,038
New +$58.2K ﹤0.01% 426
2022
Q2 		– Sell
-458
Closed -$4K – 973
2022
Q1 		$4K Hold
458
– – ﹤0.01% 611
2021
Q4 		$7K Buy
458
+297
+184% +$5.45K ﹤0.01% 519
2021
Q3 		$3K Buy
+161
New +$2.52K ﹤0.01% 604

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

Bogart Wealth LLC's SOFI Position: Q2 2026 in Review

Bogart Wealth LLC increased its SoFi Technologies (SOFI) stake by 0.29% in Q2 2026, buying an estimated $542 and bringing the position to 11,084 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #284.

Bogart Wealth LLC first reported a position in SOFI in Q3 2021 and has held it in 9 quarters since. 925 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • Bogart Wealth LLC held 11,084 shares of SoFi Technologies worth $199K as of Q2 2026.
  • Bogart Wealth LLC bought 32 SoFi Technologies shares in Q2 2026, an estimated $542.
  • SoFi Technologies made up 0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #284 holding.
  • Bogart Wealth LLC first reported a position in SoFi Technologies in Q3 2021 and has held it in 9 quarters since.
  • 925 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.